BURNS WEALTH ADVISORS LLC
Legal name: BURNS ESTATE PLANNING & WEALTH ADVISORS
CRD #305233 SEC #801-117306 HAMMOND, LA (985) 345-7114
SEC Registered
Total AUM
$342.9M
Discretionary
$0
Employees
7
Clients
--
Accounts
1,470
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $342.9M | $0 | $342.9M | 7 | 0 |
| Apr 2021 | $240.4M | $0 | $240.4M | 9 | 0 |
| Apr 2021 | $240.4M | $0 | $240.4M | 9 | 0 |
| Mar 2021 | $240.4M | $0 | $240.4M | 9 | 0 |
| Mar 2021 | $240.4M | $0 | $240.4M | 8 | 0 |
| Oct 2020 | $213.9M | $0 | $213.9M | 7 | 0 |
| Sep 2020 | $213.9M | $0 | $213.9M | 7 | 0 |
| Jun 2020 | $168.4M | $0 | $168.4M | 6 | 0 |
| May 2020 | $168.4M | $0 | $168.4M | 6 | 0 |
| May 2020 | $168.4M | $0 | $168.4M | 6 | 0 |
| May 2020 | $168.4M | $0 | $168.4M | 6 | 0 |
| May 2020 | $172.5M | $0 | $172.5M | 6 | 0 |
| May 2020 | $172.5M | $0 | $172.5M | 6 | 0 |
| Apr 2020 | $172.5M | $0 | $172.5M | 5 | 0 |
| Feb 2020 | $172.5M | $0 | $172.5M | 5 | 0 |
| Jan 2020 | $172.5M | $0 | $172.5M | 5 | 0 |
| Jan 2020 | $100.5M | $100.5M | $0 | 5 | 0 |
| Dec 2019 | $100.5M | $100.5M | $0 | 5 | 0 |
| Oct 2019 | $0 | $0 | $0 | 5 | 0 |
| Sep 2019 | $0 | $0 | $0 | 5 | 0 |
| Aug 2019 | $0 | $0 | $0 | 5 | 0 |
DateMar 2022
Total AUM$342.9M
Discretionary$0
Non-Disc.$342.9M
Employees7
Clients0
DateApr 2021
Total AUM$240.4M
Discretionary$0
Non-Disc.$240.4M
Employees9
Clients0
DateApr 2021
Total AUM$240.4M
Discretionary$0
Non-Disc.$240.4M
Employees9
Clients0
DateMar 2021
Total AUM$240.4M
Discretionary$0
Non-Disc.$240.4M
Employees9
Clients0
DateMar 2021
Total AUM$240.4M
Discretionary$0
Non-Disc.$240.4M
Employees8
Clients0
DateOct 2020
Total AUM$213.9M
Discretionary$0
Non-Disc.$213.9M
Employees7
Clients0
DateSep 2020
Total AUM$213.9M
Discretionary$0
Non-Disc.$213.9M
Employees7
Clients0
DateJun 2020
Total AUM$168.4M
Discretionary$0
Non-Disc.$168.4M
Employees6
Clients0
DateMay 2020
Total AUM$168.4M
Discretionary$0
Non-Disc.$168.4M
Employees6
Clients0
DateMay 2020
Total AUM$168.4M
Discretionary$0
Non-Disc.$168.4M
Employees6
Clients0
DateMay 2020
Total AUM$168.4M
Discretionary$0
Non-Disc.$168.4M
Employees6
Clients0
DateMay 2020
Total AUM$172.5M
Discretionary$0
Non-Disc.$172.5M
Employees6
Clients0
DateMay 2020
Total AUM$172.5M
Discretionary$0
Non-Disc.$172.5M
Employees6
Clients0
DateApr 2020
Total AUM$172.5M
Discretionary$0
Non-Disc.$172.5M
Employees5
Clients0
DateFeb 2020
Total AUM$172.5M
Discretionary$0
Non-Disc.$172.5M
Employees5
Clients0
DateJan 2020
Total AUM$172.5M
Discretionary$0
Non-Disc.$172.5M
Employees5
Clients0
DateJan 2020
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0