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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BURT WEALTH ADVISORS

BURT ASSOCIATES, INCORPORATED, CRD 105211

NORTH BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf32fe6e-8e2b-14d2-0a78-fedb0f05101f

Data as of Jul 8, 2025 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 11
On other graphs: 0
Observed: Dec 20, 2011 to Jul 8, 2025
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $876MItem 5.F on the latest filing (2025-07-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $876M
Private client RAUM: $876MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,364
Individual clients: 180
High net worth clients: 215
Custody, client assets: $470M
SEC number: 801-23924
CIK: 1612041
CRD: 105211
Filings on the tape: 33
First filed: Dec 20, 2011
Latest filed: Jul 8, 2025
Organised: Corporation, MD
Website: burtwealth.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAI HOLDINGS, INCORPORATED	HOLDING COMPANY	E	yes	01/2003	Dec 20, 2011	Dec 3, 2024
CORNELIUS, FREDERICK, JOSEPH	PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2003	Dec 20, 2011	Dec 3, 2024
CORNELIUS, MARIA, GEORGEANNE	EXECUTIVE VICE PRESIDENT	Na	yes	01/2003	Dec 20, 2011	Dec 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DAVID KANTER	n/a	n/a	n/a	N	no	n/a
DEMBO JONES, P.C	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 12, 2025	$876M	$876M	15	9	0	n/a	n/a
2023	Mar 28, 2024	$796M	$796M	13	9	0	n/a	n/a
2022	Mar 28, 2023	$739M	$739M	14	9	0	n/a	n/a
2021	Feb 22, 2022	$834M	$834M	13	9	0	n/a	n/a
2020	Mar 29, 2021	$703M	$703M	12	9	0	n/a	n/a
2019	Mar 17, 2020	$648M	$648M	12	8	0	n/a	n/a
2018	Mar 7, 2019	$595M	$595M	11	7	0	n/a	n/a
2017	Mar 10, 2018	$607M	$607M	12	8	0	n/a	n/a
2016	Jan 23, 2017	$577M	$577M	11	7	n/a	n/a	n/a
2015	Feb 17, 2016	$521M	$521M	11	7	n/a	n/a	n/a
2014	Jan 29, 2015	$523M	$523M	12	6	n/a	n/a	n/a
2013	Jan 27, 2014	$501M	$501M	11	5	n/a	n/a	n/a
2012	Mar 4, 2013	$445M	$445M	12	5	n/a	n/a	n/a
2011	Feb 8, 2012	$374M	$374M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	8	-8	n/a	0	0	0	1	9

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$876M	$796M	10.1%	$834M	1.7%	15	13	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CREATIVE PLANNING	8	Mar 27, 2026	Nov 25, 2025	NORTH BETHESDA, MD	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (10)

← FREDERICK JOSEPH CORNELIUSAdvisorregistration: previous registration
Apr 17, 2001 to Mar 27, 2026factForm ADV
← MARIA GEORGEANNE CORNELIUSAdvisorregistration: previous registration
Mar 8, 1993 to Mar 27, 2026factForm ADV
← MYRLE ALBERTHA SIMONEAdvisorregistration: previous registration
Aug 5, 2022 to Mar 27, 2026factForm ADV
← TODD DANIEL GROWNEYAdvisorregistration: previous registration
Dec 11, 2009 to Mar 27, 2026factForm ADV
← DEANNA CAROLE TOMASETTIAdvisorregistration: previous registration
Mar 9, 2018 to Mar 27, 2026factForm ADV
← BETH K VENITAdvisorregistration: previous registration
Sep 21, 2015 to Mar 27, 2026factForm ADV
← Pranali Pai FortiniAdvisorregistration: previous registration
Jul 25, 2024 to Mar 27, 2026factForm ADV
← Jennifer C. MacLennanAdvisorregistration: previous registration
Sep 17, 2015 to Mar 27, 2026factForm ADV
← Sophie Christine Jacqueline LeahyAdvisorregistration: previous registration
Mar 25, 2021 to Sep 30, 2024factForm ADV
← CHRISTOPHER H RHIMAdvisorregistration: previous registration
Mar 24, 2000 to Aug 29, 2008factForm ADV

Moved with (1)

→ CREATIVE PLANNINGRegistered adviser8 advisors, firm absorbed, same day
Mar 27, 2026 to Nov 25, 2025factForm ADV

Controls (3)

← CORNELIUS, FREDERICK, JOSEPHOwnerPRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 20, 2011 to Dec 3, 2024factForm ADV
← CORNELIUS, MARIA, GEORGEANNEOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Dec 20, 2011 to Dec 3, 2024factForm ADV
← BAI HOLDINGS, INCORPORATEDOwnerHOLDING COMPANY, ownership code E, domestic entity
Dec 20, 2011 to Dec 3, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 27, 2026
Firm absorbed
Burt Wealth Advisors's advisors moved to Creative Planning (North Bethesda, MD): 8 of 8 registered, on the same day
Form ADVobserved 3 days ago
8 advisors
Occurred
Mar 27, 2026
Advisor changed firm
Todd Daniel Growney left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2026
Advisor changed firm
Deanna Carole Tomasetti left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2026
Advisor changed firm
Beth K Venit left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2026
Advisor changed firm
Jennifer C. Maclennan left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2026
Advisor changed firm
Myrle Albertha Simone left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2026
Advisor changed firm
Pranali Pai Fortini left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2026
Advisor changed firm
Frederick Joseph Cornelius left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 3 days ago
Occurred
Mar 27, 2026
Advisor changed firm
Maria Georgeanne Cornelius left Burt Wealth Advisors for Creative Planning (registered 2025-11-25)
Form ADVobserved 3 days ago
Occurred
Sep 30, 2024
Advisor changed firm
Sophie Christine Jacqueline Leahy left Burt Wealth Advisors for Morton Wealth (registered 2025-03-12)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Burt Wealth Advisors no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $876.2M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf32fe6e-8e2b-14d2-0a78-fedb0f05101f
First observed: Dec 20, 2011
Last observed: Jul 8, 2025 14 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BURT WEALTH ADVISORS

BURT ASSOCIATES, INCORPORATED, CRD 105211

NORTH BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf32fe6e-8e2b-14d2-0a78-fedb0f05101f

Data as of Jul 8, 2025 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAI HOLDINGS, INCORPORATED

HOLDING COMPANY

yes

01/2003

Dec 20, 2011

Dec 3, 2024

CORNELIUS, FREDERICK, JOSEPH

PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER

yes

01/2003

Dec 20, 2011

Dec 3, 2024

CORNELIUS, MARIA, GEORGEANNE

EXECUTIVE VICE PRESIDENT

yes

01/2003

Dec 20, 2011

Dec 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DAVID KANTER

n/a

DEMBO JONES, P.C

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 12, 2025

$876M

n/a

2023

Mar 28, 2024

$796M

n/a

2022

Mar 28, 2023

$739M

n/a

2021

Feb 22, 2022

$834M

n/a

2020

Mar 29, 2021

$703M

n/a

2019

Mar 17, 2020

$648M

n/a

2018

Mar 7, 2019

$595M

n/a

2017

Mar 10, 2018

$607M

n/a

2016

Jan 23, 2017

$577M

n/a

2015

Feb 17, 2016

$521M

n/a

2014

Jan 29, 2015

$523M

n/a

2013

Jan 27, 2014

$501M

n/a

2012

Mar 4, 2013

$445M

n/a

2011

Feb 8, 2012

$374M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-8

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$876M

$796M

10.1%

$834M

1.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CREATIVE PLANNING

Mar 27, 2026

Nov 25, 2025

NORTH BETHESDA, MD

Firm absorbed

RIA to RIA

100.0%