Burke Wealth Management, LLC

RIASEC Registered

Total AUM

$95.2M

Discretionary

$86.3M

91% of AUM

Avg account

$744K

Accounts

128

Employees

3

Advisory reps

5

Firm details

Headquarters: Houston, Texas
CRD number: 305840
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%

Firm profile

FINTRX

Overview

Burke Wealth Management, LLC is an individually owned advisory firm that serves both individual and family clients as well as institutional investors. The firm charges fees based on a percentage of assets under management and does not identify as an active ESG investor. It operates as a single-office adviser rather than a multi-state or multi-entity network, and it is not listed as a capital allocator, pension consultant, or related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities89%
Investment Grade Corp Bonds5%
Public Funds/Mutual Funds3%
US Government Bonds2%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

Charles Ward
Chief Compliance OfficerCRD 4632946
Kenneth Burke
Founder and Chief Investment OfficerCRD 2923762

Contacts

3 of 3

Alexander Baker
CRD 7853497
Christopher Winters
Vice PresidentCRD 6611671
De Derbonne
EmployeeCRD 5213237

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area: Houston-The Woodlands, TX
Region: South
County: Harris
Address: 3355 W Alabama St
Time zone: CT (UTC-6)
Office locations

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