BURKE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2026

Total AUM

$95.2M

Discretionary

$86.3M

91% of AUM

Avg account

$744K

Accounts

128

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 305840
Registered since: April 6, 2026
Website: www.burkewealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI86.4%
Pooled Investment Vehicles8.53%
Individuals5.06%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Burke Wealth Management, LLC is an SEC-registered advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and charges fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, management for investment companies, and oversight of pooled investment vehicles. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator. SEC registration is listed as 2026. The firm reports typical discretionary portfolio management activity and a limited non-discretionary business mix.