Brandt Wealth Advisors, LLC

Overview

Brandt Wealth Advisors, LLC is a small, fee-based advisory firm focused on individuals and families. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses while also performing selection of other advisers when clients need access to third‑party managers. Its compensation model is a percentage of assets under management. Brandt is not positioned as an ESG-driven manager and does not operate as a multi-state adviser; it reports an owner structure listed as an individual. The firm’s approach appears centered on customized wealth-management relationships rather than scale: discretionary mandates form the bulk of the business, and the firm uses external managers as needed to supplement in-house solutions. That combination suggests a pragmatic allocation style that mixes direct asset management with third‑party strategies to cover areas outside its core capabilities.

Assets & Accounts

Investments & Alternatives

Location & Offices