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VerifiedInvestment Management· Founded 1985

Burt Wealth Advisors

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.

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HeadquartersRockville, United StatesEmployees5(11 to 50)Founded year1985Websiteburtwealthadvisors.comLinkedIn profileLinkedIn

Verified contacts

11

available on Kipplo

LinkedIn employees

5

11 to 50 range

Open roles

no listings

Distinct roles

8

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Burt Wealth Advisors

8 distinct titles indexed · top 8 shown.

  • 2vice president, financial advisor and investment committee member
  • 1executive vice president, financial advisor, investment committee member
  • 1information technology manager
  • 1president & ceo
  • 1research analyst
  • 1vice president
  • 1vice president, financial advisor, investment committee member
  • 1vp, financial advisor, investment committee member

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