BURTON WEALTH MANAGEMENT

BURTON WEALTH MANAGEMENT of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 171381). Regulatory assets under management: $43.1M.

Registration

• CRD: 171381
• Type: Registered investment adviser
• Location: 14358 N FRANK LLOYD WRIGHT BLVD., SCOTTSDALE, AZ, 85260
• Phone: 480-629-8144
• Latest filing: 2026-02-09
• Regulatory AUM: $43.1M
• Discretionary AUM: $43.1M
• Clients: 2
• Accounts: 124

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 171381 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search