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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-1998
- Office Locations
- 1
Office Locations
About Burt Asset Management, Inc.
Burt Wealth Advisors is an independent, SEC-registered, fee-only RIA providing holistic wealth management and financial planning. The team builds conservative, balanced portfolios with a disciplined, risk-aware approach and access to prominent institutional managers, supporting clients with multi-generational goals. Locally owned since 1985; advisors earned the Five Star Wealth Manager Award nine straight years (2015-2023).
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Investment Themes
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Owner & Executives
CHRISTOPHER KNIGHT BURT
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 50% but less than 75%
TRUDY PAUGH BURT
President, Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,959,077 | $635,647 |
| Non-Discretionary | $0 | -- |
| Total | $116,959,077 | $635,647 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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