# BURKART & STEVENS WEALTH MANAGEMENT

BURKART & STEVENS WEALTH MANAGEMENT of SAN LUIS OBISPO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 284575
- Type: SEC-registered investment adviser
- Location: 11573 LOS OSOS VALLEY ROAD, SAN LUIS OBISPO, CA, 93405
- Phone: 805-543-6876
- Latest filing: 2026-04-02
- Regulatory AUM: $8.0M
- Non-discretionary AUM: $8.0M
- Clients: 1
- Accounts: 48

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284575/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284575/similar
- Related entities: https://search.stillhousedata.com/firm/284575/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284575

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.