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BURT WEALTH ADVISORS

NORTH BETHESDA, MD · CRD 105211 · IAPD ↗ · burtwealth.com · 301-770-9880

$876.2MRegulatory AUM
9Advisory reps
15Employees
1Clients
101-250Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — BURT WEALTH ADVISORS (NORTH BETHESDA, MD) left the SEC roster (was $876.2M RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
August 2024 — BURT WEALTH ADVISORS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.