Burt Wealth Advisors Email Formats

Investment Management • North Bethesda, Maryland, United States • 11-20 Employees

Burt Wealth Advisors Email Formats

Burt Wealth Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@burtwealthadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@burtwealthadvisors.com	100%

Key Contact at Burt Wealth Advisors

Beth Venit

Vice President

Company overview

Headquarters	6010 Executive Blvd, Rockville, MD 20852, US
Phone number	+13017709880
Websites	burtwealthadvisors.com burtwealth.com
NAICS	5231
SIC	628
Keywords	Tax Planning, Education Planning, Asset Allocation, Retirement Planning, Financial Planning, Estate Planning, Investment Research, Investment Management
Founded	1985
Employees	11-20
Socials

About Burt Wealth Advisors

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Vice President

Entry

C-Suite

Employees by Department

Burt Wealth Advisors has 6 employees across 3 departments.

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Number of employees

Funding Data

Burt Wealth Advisors has never raised funding before.

Burt Wealth Advisors Tech Stack

Discover the technologies and tools that power Burt Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

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Modernizr

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Lodash

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reCAPTCHA

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Squarespace Commerce

Ecommerce

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Stimulus

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HSTS

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Frequently asked questions

Burt Wealth Advisors is located in North Bethesda, Maryland, US.

You can reach Burt Wealth Advisors at +13017709880.

Burt Wealth Advisors was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

Burt Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Burt Wealth Advisors

Beth Venit

Vice President

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