# Burgos & Brein Wealth Management

> Burgos & Brein Wealth Management is a state-registered investment advisory firm in Orlando, FL, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 155947
- Filed as: BURGOS & BREIN WEALTH MANAGEMENT
- Legal name: Burgos & Brein Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155947
- AdvisorCensus page: https://advisorcensus.com/firm/burgos-and-brein-wealth-management-orlando-fl-155947

## Quick answers

**How is Burgos & Brein Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Burgos & Brein Wealth Management reports these compensation arrangements: hourly charges; other.

**Where is Burgos & Brein Wealth Management located?**
Burgos & Brein Wealth Management's principal office is in Orlando, FL, according to its Form ADV.

**Is Burgos & Brein Wealth Management registered with the SEC or a state?**
Burgos & Brein Wealth Management is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155947.

**Does Burgos & Brein Wealth Management 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/155947

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- burgosandbrein.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burgos & Brein Wealth Management (CRD 155947): Form ADV filing data as of October 2026.