# Brandt Wealth Advisors, LLC

> Brandt Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 166085
- Filed as: BRANDT WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166085
- AdvisorCensus page: https://advisorcensus.com/firm/brandt-wealth-advisors-llc-166085

## Quick answers

**How is Brandt Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brandt Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Brandt Wealth Advisors, LLC registered with the SEC or a state?**
Brandt Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166085.

**How much does Brandt Wealth Advisors, LLC manage?**
Brandt Wealth Advisors, LLC reports $28,199,562 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**What types of clients does Brandt Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does Brandt Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166085

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $28,199,562
- Discretionary: $28,199,562
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $28,199,562 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brandt Wealth Advisors, LLC (CRD 166085): Form ADV filing data as of October 2026.