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 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages over $500 million in assets as of March 31, 2014. Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.
View Top Employees from BURT Wealth| Website | http://www.burtwealth.com |
| Revenue | $4 million |
| Employees | View employees |
| Address | 6116 Executive Blvd, Ste 500, North Bethesda, Maryland 20852, US |
| Phone | (301) 770-9880 |
| Fax | (301) 770-9885 |
| Industry | Finance General, Finance |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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BURT Wealth Questions
The BURT Wealth annual revenue was $4 million in 2024.
BURT Wealth is based in North Bethesda, Maryland.
The NAICS codes for BURT Wealth are [52, 52393, 5239, 523].
The SIC codes for BURT Wealth are [628, 62].
