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- Custodian
- Charles Schwab & Company · Merrill Lynch · Nationwide
- Clients
- Retail
- Platforms
- Alpha crestTimber quantum +more
- Established Date
- 01-09-2013
- Office Locations
- 1
Office Locations
About Brandt Wealth Advisors, LLC
Brandt Wealth Advisors is a fiduciary financial planning practice focused on helping individuals and families navigate major life transitions (career change, retirement, marriage, divorce, health events). The firm starts with values discovery and provides ongoing guidance as markets and life change, supported by a Wealth View dashboard that consolidates accounts with daily updates. Portfolios may include ETFs and fixed income; Schwab is a primary custodian.
Team overview
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Investment Vehicles
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Owner & Executives
HEINRICH KARL BRANDT
Chief Compliance Officer, Managing Member
- CRD
- #4089098
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,199,562 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,199,562 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,199,562
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,844,161,936 | 35.6% |
| Corporate - Investment Grade | $1,717,682,068 | 21.5% |
| Equity - Exchange | $2,005,293,949 | 25.1% |
| U.S. Government/Agency | $655,115,952 | 8.2% |
| Cash | $766,965,016 | 9.6% |
| Total | $7,989,218,921 | 100.0% |