Burt Wealth Advisors is a family office - multi based in Rockville, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
We are an independent, boutique wealth management firm based in Rockville, MD. We have been serving the greater Baltimore-Washington Metro area for over 25 years, including Montgomery County and Fairfax, Arlington and Howard counties. Burt Wealth Advisors is a fee-only, Registered Investment Advisor.
Preferred geographies: United States
Location: 6010 Executive Blvd. Suite 900\nRockville\nMaryland\n20852\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.