LeadIQ logo
Learn more at LeadIQ.com
Burt Wealth Advisors logo

Burt Wealth Advisors Employee Directory

Investment ManagementMaryland, United States2-10 Employees

Burt Wealth Advisors operates in the investment management sector, serving high net worth individuals and families, as well as trusts and corporations. The firm emphasizes a tailored approach to asset management and aims to place client interests at the forefront.

It applies an objective, proactive framework to asset management, covering accumulation, growth, preservation, and distribution across the wealth lifecycle. Founded in 1985 and based in Rockville, Maryland, the company oversees assets of more than $500 million with a relatively small team.

Find Burt Wealth Advisors employees' phone numbers or email addresses

Burt Wealth Advisors Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Burt Wealth Advisors's Leadership

  • Stylized image of a person
    M. C.
    Executive Vice President, Financial Advisor, Investment Committee Member
    Phone icon
    Mobile Phone

Burt Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Information Technology
  • Accounting
  • Other
  • Administrative

Contact profiles from Burt Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. C.
    Executive Vice President, Financial Advisor, Investment Committee Member
    Phone icon
    Mobile Phone
    May 31, 2026

Frequently Asked Questions

What is Burt Wealth Advisors known for?

Minus sign iconPlus sign iconBurt Wealth Advisors was founded in 1985 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-301-770-****
. Explore Burt Wealth Advisors's company overview page for more information.

What is Burt Wealth Advisors's most common email format?

Minus sign iconPlus sign iconBurt Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Burt Wealth Advisors email formats with LeadIQ.

How many employees does Burt Wealth Advisors have currently?

Minus sign iconPlus sign iconBurt Wealth Advisors has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Burt Wealth Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Burt Wealth Advisors's key employees include:

  • Executive Vice President, Financial Advisor, Investment Committee Member: M. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.