BRANDT WEALTH ADVISORS, LLC

BRANDT WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 166085). Regulatory assets under management: $28.2M.

Registration

• CRD: 166085
• Type: Registered investment adviser
• Phone: 410-310-6911
• Latest filing: 2026-02-11
• Regulatory AUM: $28.2M
• Discretionary AUM: $28.2M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166085 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search