Berry Shotah Burkhart

Wealth Watch Advisors, INC

7 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Wealth Watch Advisors, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

3,533 clients

Average Client Portfolio

$134K average

Assets Under Management

$473.7M

Fee Structure

Location

17422 Oconnor Rd, San Antonio, TX, 78247

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History

Regulatory History (1)

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Employment Separation After Allegations

December 2019

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Other Business ActivitiesSells Insurance

Berry is the owner and CPA of a tax practice, Burkhart, Peterson & Company, PLLC, dedicating nearly full-time hours to it. Berry is also a part owner and insurance agent at BPC Insurance Agency, LLC, and a part owner of BPC Real Estate of Texas, LLC, spending a few hours per week on each.

Employment History

Current Registrations

Wealth Watch Advisors, INC

September 2019 - Present · 6 yrs 5 mos

Previous Registrations

Whitney Financial Strategies, LLC

May 2018 - December 2019 · 1 yr 7 mos

Burkhart Peterson Investment Advisory, LLC

September 2017 - December 2017 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.