BURRIS WEALTH MANAGEMENT, INC.

BURRIS WEALTH MANAGEMENT, INC. of SURPRISE, AZ is an SEC-registered investment adviser (CRD 171049). Regulatory assets under management: $11.6M.

Registration

• CRD: 171049
• Type: Registered investment adviser
• Location: 15286 N 144TH AVE, SURPRISE, AZ, 85379
• Phone: 623-776-5567
• Latest filing: 2025-01-10
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171049 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search