A complete list of active advisors currently associated with Brandt Wealth Advisors, LLC

Warmer can help you find a great advisor at Brandt Wealth Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Brandt Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.