Hazlett, Burt & Watson, Inc.
● SEC registered since 2006CRD 396SEC# 801-66333Wheeling, WV
Reg. AUM
$1.39B
Employees
20
Accounts
2,399
Location
Wheeling, WV
About Hazlett, Burt & Watson
Hazlett, Burt & Watson offers advisory, financial planning, investment, retirement, banking, lending, insurance, and brokerage services. It emphasizes personalized guidance to help individuals and families preserve wealth and grow assets.
Summary based on the firm’s website.
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 |
| Jason Lee Marsh Control | Chairman / Ceo / Director | Under 5% | 2021 |
| Marilynn Sue Echols Control | Executive Vice President / Director | Under 5% | 2011 |
| Michael Thompson Barickman Control | Exec Vp / Director | Under 5% | 2006 |
| Timothy Morgan Bidwell Control | Exec Vp / Cfo / Chief Compliance Officer / Director | Under 5% | 2005 |
Frequently 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, monthlySep '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,369 advisers
EmployeesTop 24%
More than 76% of 16,804 advisers
Assets under management
$1.39Bregulatory AUM
Discretionary $747.9MNon-discretionary $640.7M