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BURKART & STEVENS WEALTH MANAGEMENT
STEVENS, COLE ANDREW
CRD 284575
11573 LOS OSOS VALLEY ROAD, SUITE B, SAN LUIS OBISPO, CA, 93405, United States
Phone
805-543-6876
Fax
805-781-2526
Registration
— (—)
Source
State registered
Total AUM
$8.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $5.8M |
| High net worth individuals | 4 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD