Burton Wealth Management

Burton Wealth Management (CRD# 171381) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $35,342,362 in 122 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
14358 N Frank Lloyd Wright Blvd., Suite 8, Scottsdale, AZ 85260
http://burtonwealth.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $289,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Burton Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Anne Burton, financial advisor Scottsdale AZ
Anne F. Burton
CRD#: 5148502
14358 N Frank Lloyd Wright Blvd., Suite 8, Scottsdale, AZ 85260

Anne Burton (CRD# 5148502) is an Investment Advisor Representative working at Burton Wealth Management in Scottsdale, AZ and has over 17 years of experience in the finance industry.

2
Donald Burton, financial advisor Scottsdale AZ
Donald E. Burton
CRD#: 2009443
14358 N Frank Lloyd Wright Blvd., Suite 8, Scottsdale, AZ 85260

Donald Burton (CRD# 2009443) is an Investment Advisor Representative working at Burton Wealth Management in Scottsdale, AZ and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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