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Burt Wealth Advisors Employee Directory

Investment ManagementMaryland, United States2-10 Employees

Burt Wealth Advisors operates in the investment management sector, serving high net worth individuals and families, as well as trusts and corporations. The firm emphasizes a tailored approach to asset management and aims to place client interests at the forefront.

It applies an objective, proactive framework to asset management, covering accumulation, growth, preservation, and distribution across the wealth lifecycle. Founded in 1985 and based in Rockville, Maryland, the company oversees assets of more than $500 million with a relatively small team.

Find Burt Wealth Advisors employees' phone numbers or email addresses

Burt Wealth Advisors Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Burt Wealth Advisors's Leadership

  • Executive Vice President, Financial Advisor, Investment Committee Member at Burt Wealth Advisors
    M. C.
    Executive Vice President, Financial Advisor, Investment Committee Member
    Mobile Phone

Burt Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Information Technology
  • Other

Contact profiles from Burt Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Executive Vice President, Financial Advisor, Investment Committee Member at Burt Wealth Advisors
    M. C.
    Executive Vice President, Financial Advisor, Investment Committee Member
    Mobile Phone
    Sep 09, 2026

Frequently Asked Questions

What is Burt Wealth Advisors known for?

Minus sign iconPlus sign iconBurt Wealth Advisors was founded in 1985 and operates in the Investment Management industry. You can contact Burt Wealth Advisors's main corporate office by phone at
+1-301-770-****
. Explore Burt Wealth Advisors's company overview page for more information.

What is Burt Wealth Advisors's most common email format?

Minus sign iconPlus sign iconBurt Wealth Advisors employees' email format typically follows the pattern of FLast@burtwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Burt Wealth Advisors email formats with LeadIQ.

How many employees does Burt Wealth Advisors have currently?

Minus sign iconPlus sign iconBurt Wealth Advisors has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Burt Wealth Advisors's key employees and leadership?

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As of August 2026, Burt Wealth Advisors's key employees include:

  • Executive Vice President, Financial Advisor, Investment Committee Member: M. C.

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