Brandt Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brandt Wealth Advisors, LLC provides fee-based investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm reports managing about $28.2 million across roughly 46 client accounts and does not impose an account minimum.
The firm manages client portfolios on a discretionary basis and pursues a tactical allocation approach intended to reduce risk and seek improved performance. Its investment process incorporates fundamental, technical, and cyclical analysis and may include long- and short-term positions, margin use, and option strategies (including option writing), with cash positions sometimes employed as a hedge.
Notable distinctions include that the firm reports only discretionary assets and explicitly integrates higher‑risk instruments and trading techniques alongside oversight of third‑party sub‑advisors and managed‑account programs. Brandt does not accept custody of client assets beyond authorized fee deduction and leaves proxy voting to clients, practices that differ from some peer advisers.
Client services
Expertise
Fee options
1.25% per annum
Main office
Centreville MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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