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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2022
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARTMONT, KIMBERLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNS, CHRISTOPHER, LOGAN | I | FINANCIAL ADVISOR | NA | |
| BURNS, DAVID, RAY | I | FINANCIAL ADVISOR | NA | |
| BURNS, DAVID, RAY | I | FINANCIAL ADVISOR | NA | |
| CLAUSEN, CHRISTIAN, PAUL MARTIN | I | FINANCIAL ADVISOR | NA | |
| CLAUSEN, CHRISTIAN, PAUL MARTIN | I | FINANCIAL ADVISOR | NA | |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
| BURNS, ERNEST, MCDOUGALL | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 16, 2022 REGISTERED
Notice Filings (4)
FL LA MS TX
Address
1607 SW RAILROAD AVE.HAMMOND, LA 70403
United States
Phone: (985) 345-7114