BURT ASSOCIATES, INCORPORATED
Legal name: BURT WEALTH ADVISORS
CRD #105211 SEC #801-23924 NORTH BETHESDA, MD 301-770-9880
SEC Registered
Total AUM
$876.2M
Discretionary
$876.2M
Employees
15
Clients
101
Accounts
1,364
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $876.2M | $876.2M | $0 | 15 | 1 |
| Mar 2025 | $876.2M | $876.2M | $0 | 15 | 1 |
| Dec 2024 | $796.1M | $796.1M | $0 | 13 | 1 |
| Oct 2024 | $796.1M | $796.1M | $0 | 13 | 1 |
| Jul 2024 | $796.1M | $796.1M | $0 | 13 | 1 |
| Mar 2024 | $796.1M | $796.1M | $0 | 13 | 1 |
| Mar 2023 | $739.3M | $739.3M | $0 | 14 | 0 |
| Nov 2022 | $834M | $834M | $0 | 13 | 3 |
| May 2022 | $834M | $834M | $0 | 13 | 3 |
| Feb 2022 | $834M | $834M | $0 | 13 | 3 |
| Mar 2021 | $702.8M | $702.8M | $0 | 12 | 1 |
| May 2020 | $648.1M | $648.1M | $0 | 12 | 1 |
| Mar 2020 | $648.1M | $648.1M | $0 | 12 | 1 |
| Oct 2019 | $594.8M | $594.8M | $0 | 11 | 2 |
| May 2019 | $594.8M | $594.8M | $0 | 11 | 2 |
| Mar 2019 | $594.8M | $594.8M | $0 | 11 | 2 |
| Mar 2018 | $607.4M | $607.4M | $0 | 12 | 1 |
| May 2017 | $577.1M | $577.1M | $0 | 11 | 300 |
| May 2017 | $577.1M | $577.1M | $0 | 11 | 300 |
| Jan 2017 | $577.1M | $577.1M | $0 | 11 | 300 |
| Oct 2016 | $521.4M | $521.4M | $0 | 11 | 300 |
| Feb 2016 | $521.4M | $521.4M | $0 | 11 | 300 |
| Feb 2015 | $522.8M | $522.8M | $0 | 12 | 200 |
| Jan 2015 | $522.8M | $522.8M | $0 | 12 | 200 |
| Oct 2014 | $500.9M | $500.9M | $0 | 11 | 200 |
| Mar 2014 | $500.9M | $500.9M | $0 | 11 | 200 |
| Jan 2014 | $500.9M | $500.9M | $0 | 11 | 200 |
| Oct 2013 | $445.3M | $445.3M | $0 | 12 | 200 |
| Mar 2013 | $445.3M | $445.3M | $0 | 12 | 200 |
| Mar 2013 | $445.3M | $445.3M | $0 | 12 | 200 |
| Feb 2012 | $373.8M | $373.8M | $0 | 6 | 200 |
| Dec 2011 | $361M | $361M | $0 | 6 | 101 |
| Dec 2011 | $361M | $361M | $0 | 6 | 101 |
| Nov 2011 | $361M | $361M | $0 | 10 | -- |
| Mar 2011 | $361M | $361M | $0 | 10 | -- |
| Oct 2010 | $327.2M | $327.2M | $0 | 10 | -- |
| May 2010 | $327.2M | $327.2M | $0 | 10 | -- |
| Jun 2009 | $280M | $280M | $0 | 10 | -- |
| Mar 2009 | $280M | $280M | $0 | 10 | -- |
| Mar 2008 | $360M | $360M | $0 | 10 | -- |
| Mar 2007 | $329.9M | $329.9M | $0 | 10 | -- |
| Jan 2007 | $244.3M | $244.3M | $0 | 10 | -- |
| Mar 2006 | $244.3M | $244.3M | $0 | 10 | -- |
| Sep 2005 | $235M | $235M | $0 | 10 | -- |
| Jan 2004 | $145.8M | $145.8M | $0 | 5 | -- |
| Mar 2002 | $159M | $159M | $0 | 10 | -- |
DateJul 2025
Total AUM$876.2M
Discretionary$876.2M
Non-Disc.$0
Employees15
Clients1
DateMar 2025
Total AUM$876.2M
Discretionary$876.2M
Non-Disc.$0
Employees15
Clients1
DateDec 2024
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees13
Clients1
DateOct 2024
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees13
Clients1
DateJul 2024
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees13
Clients1
DateMar 2024
Total AUM$796.1M
Discretionary$796.1M
Non-Disc.$0
Employees13
Clients1
DateMar 2023
Total AUM$739.3M
Discretionary$739.3M
Non-Disc.$0
Employees14
Clients0
DateNov 2022
Total AUM$834M
Discretionary$834M
Non-Disc.$0
Employees13
Clients3
DateMay 2022
Total AUM$834M
Discretionary$834M
Non-Disc.$0
Employees13
Clients3
DateFeb 2022
Total AUM$834M
Discretionary$834M
Non-Disc.$0
Employees13
Clients3
DateMar 2021
Total AUM$702.8M
Discretionary$702.8M
Non-Disc.$0
Employees12
Clients1
DateMay 2020
Total AUM$648.1M
Discretionary$648.1M
Non-Disc.$0
Employees12
Clients1
DateMar 2020
Total AUM$648.1M
Discretionary$648.1M
Non-Disc.$0
Employees12
Clients1
DateOct 2019
Total AUM$594.8M
Discretionary$594.8M
Non-Disc.$0
Employees11
Clients2
DateMay 2019
Total AUM$594.8M
Discretionary$594.8M
Non-Disc.$0
Employees11
Clients2
DateMar 2019
Total AUM$594.8M
Discretionary$594.8M
Non-Disc.$0
Employees11
Clients2
DateMar 2018
Total AUM$607.4M
Discretionary$607.4M
Non-Disc.$0
Employees12
Clients1
DateMay 2017
Total AUM$577.1M
Discretionary$577.1M
Non-Disc.$0
Employees11
Clients300
DateMay 2017
Total AUM$577.1M
Discretionary$577.1M
Non-Disc.$0
Employees11
Clients300
DateJan 2017
Total AUM$577.1M
Discretionary$577.1M
Non-Disc.$0
Employees11
Clients300
DateOct 2016
Total AUM$521.4M
Discretionary$521.4M
Non-Disc.$0
Employees11
Clients300
DateFeb 2016
Total AUM$521.4M
Discretionary$521.4M
Non-Disc.$0
Employees11
Clients300
DateFeb 2015
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees12
Clients200
DateJan 2015
Total AUM$522.8M
Discretionary$522.8M
Non-Disc.$0
Employees12
Clients200
DateOct 2014
Total AUM$500.9M
Discretionary$500.9M
Non-Disc.$0
Employees11
Clients200
DateMar 2014
Total AUM$500.9M
Discretionary$500.9M
Non-Disc.$0
Employees11
Clients200
DateJan 2014
Total AUM$500.9M
Discretionary$500.9M
Non-Disc.$0
Employees11
Clients200
DateOct 2013
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees12
Clients200
DateMar 2013
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees12
Clients200
DateMar 2013
Total AUM$445.3M
Discretionary$445.3M
Non-Disc.$0
Employees12
Clients200
DateFeb 2012
Total AUM$373.8M
Discretionary$373.8M
Non-Disc.$0
Employees6
Clients200
DateDec 2011
Total AUM$361M
Discretionary$361M
Non-Disc.$0
Employees6
Clients101
DateDec 2011
Total AUM$361M
Discretionary$361M
Non-Disc.$0
Employees6
Clients101
DateNov 2011
Total AUM$361M
Discretionary$361M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$361M
Discretionary$361M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$327.2M
Discretionary$327.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$327.2M
Discretionary$327.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees10
Clients--