Hazlett, Burt & Watson, Inc.
● SEC registered since 2006CRD 396SEC# 801-66333Wheeling, WV
Reg. AUM
$1.39B
Employees
20
Accounts
2,399
Location
Wheeling, WV
Hazlett, Burt & Watson, Inc. assets under management
Hazlett, Burt & Watson, Inc. is an SEC-registered investment adviser based in Wheeling, WV. The firm has been registered since 2006. It reports $1.4 billion in regulatory assets under management and employs 20 people.
Hazlett, Burt & Watson, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Sperry III Weaver Control | Sr Exec Vp / Director | Under 5% | 2005 |
| Harold Bruce Burech Control | Director /Sr Vp | Under 5% | 1981 |
| Hb&w, Inc. Control | Parent Company | Over 75% | 1999 |
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Join to unlock · $37/moFrequently asked questions
How much does Hazlett, Burt & Watson, Inc. manage?
Hazlett, Burt & Watson, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Hazlett, Burt & Watson, Inc. have?
Hazlett, Burt & Watson, Inc. reports 20 employees.
Where is Hazlett, Burt & Watson, Inc. located?
Hazlett, Burt & Watson, Inc. is based in Wheeling, WV and has been SEC-registered since 2006.
Does Hazlett, Burt & Watson, Inc. disclose fund performance?
Hazlett, Burt & Watson, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1300 Chapline Street, Wheeling, WV 26003 |
| Phone | 304-233-3312 |
| Fax | 304-233-3870 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.39B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.39Bregulatory AUM
Discretionary $747.9MNon-discretionary $640.7M