Brandt Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166085
- Website
- brandtwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Brandt Wealth Advisors, LLC is a privately owned limited liability company that provides fee-based investment advisory services to individuals and families. The firm focuses on discretionary portfolio management for individual and small-business clients and acts as a capital allocator by selecting third‑party advisers and external managers for client exposures. Compensation is charged as a percentage of assets under management. The firm's filings indicate it does not identify as an active ESG investor and operates under a single-state registration profile in the documents provided.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other78%
- Investment Grade Corp Bonds10%
- Exchange Traded Equities6%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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