# Burkart & Stevens Wealth Management

> Burkart & Stevens Wealth Management is a state-registered investment advisory firm in San Luis Obispo, CA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 284575
- Filed as: BURKART & STEVENS WEALTH MANAGEMENT
- Legal name: Stevens, Cole Andrew
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284575
- AdvisorCensus page: https://advisorcensus.com/firm/burkart-and-stevens-wealth-management-san-luis-obispo-ca-284575

## Quick answers

**How is Burkart & Stevens Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Burkart & Stevens Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Burkart & Stevens Wealth Management located?**
Burkart & Stevens Wealth Management's principal office is in San Luis Obispo, CA, according to its Form ADV.

**Is Burkart & Stevens Wealth Management registered with the SEC or a state?**
Burkart & Stevens Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284575.

**How much does Burkart & Stevens Wealth Management manage?**
Burkart & Stevens Wealth Management reports $7,963,789 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (0% discretionary).

**What types of clients does Burkart & Stevens Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (4).

**Does Burkart & Stevens 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/284575

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,963,789
- Discretionary: $0
- Non-discretionary: $7,963,789

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $5,768,529 |
| High net worth individuals | 4 | $2,195,260 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burkart & Stevens Wealth Management (CRD 284575): Form ADV filing data as of October 2026.