CRD: 284575
Burkart & Stevens Wealth Management
$8.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MeridianHarbor
- Established Date
- 11-18-2016
- Office Locations
- 1
Office Locations
11573 LOS Osos Valley Road Suite B SAN Luis Obispo CA
About Burkart & Stevens Wealth Management
Burkart & Stevens Wealth Management (burkartcpa.com) serves San Luis Obispo businesses and families with integrated tax prep and planning, bookkeeping/QuickBooks cleanup, part-time CFO and business advisory support, plus financial planning and trust/conservatorship accounting. Public filings indicate a planning-led, asset-allocation approach using mutual funds and fixed income, with Charles Schwab as custodian.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$209.6K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vertex Bridge Unison quantum
Client Personas
Oak legacy Delta
Custodian
Ridge unison Horizon harbor Insight oak Wave north Horizon
Investment Themes
Catalyst Quantum frontier
Investment Vehicles
Fusion
Services
Value Matrix Pathway Vital Ridge timber Eagle Momentum
Technology
Beacon Optima value
Owner & Executives
C
COLE ANDREW STEVENS
Advisor, Chief Compliance Officer, President
- CRD
- #6004551
- Ownership
- 75% or more
(745) 622-3535
matrix.momentum@foundationcapital.com
in linkedin.com/in/pathway-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,963,789 | -- |
| Total | $7,963,789 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,963,789
Public Funds:
12.3% Corporate - Investment Grade:
26.8% Cash:
23.7% Equity - Exchange:
8.3% Municipal Bonds:
15.3% U.S. Government/Agency:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $447,553,895 | 12.3% |
| Corporate - Investment Grade | $975,158,080 | 26.8% |
| Cash | $862,359,944 | 23.7% |
| Equity - Exchange | $302,007,913 | 8.3% |
| Municipal Bonds | $556,713,381 | 15.3% |
| U.S. Government/Agency | $494,856,338 | 13.6% |
| Total | $3,638,649,551 | 100.0% |