BURKART & STEVENS WEALTH MANAGEMENT

BURKART & STEVENS WEALTH MANAGEMENT of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 284575). Regulatory assets under management: $8.0M.

Registration

• CRD: 284575
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284575 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search