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Burton Wealth Management
BURTON WEALTH MANAGEMENT is an SEC-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $43 million in regulatory assets.
Burton Wealth Management
BURTON WEALTH MANAGEMENT is an SEC-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $43 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Washington, D.C., United States
Sector focus
Frequently asked questions
Who makes investment decisions at Burton Wealth Management?
Public records do not name the firm's investment committee or any single decision-maker. The firm operates as an RIA, which typically means investment decisions are made by a team of advisors subject to fiduciary standards.
How does Burton Wealth Management source deal flow?
The firm sources deals through co-investment relationships with institutional partners, such as private credit funds, real estate sponsors, and infrastructure investors. This model allows access to off-market opportunities typically unavailable to retail investors.
Is Burton Wealth Management structured as a family office or a traditional RIA?
The firm is registered as an RIA, which distinguishes it from a family office. However, the absence of named principals and limited public disclosure suggests it may serve a single family or a tight network of high-net-worth clients under the RIA umbrella.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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