Burling Wealth Partners
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 332198
- Registered since
- August 8, 2024
- Website
- burlingwp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.27%
- Individuals2.08%
- Pension & Profit Sharing Plans0.41%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Burling Wealth Partners is an independent registered investment adviser that describes itself as a capital allocator serving both individual and institutional clients. The firm registered with the SEC in 2024 and operates as a limited liability company owned by domestic individual and entity stakeholders. Its billing mixes percentage-of-assets, hourly and fixed fees, and its advisory capabilities include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm does not self-identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds21%
- US Government Bonds9%
- State & Local Bonds8%
- Investment Grade Corp Bonds8%
Owners & executives
1 of 1James Hadaway
Chief Compliance OfficerCRD 3070075
Contacts
3 of 6
Zachary Talus
Program ManagerCRD 8045770
Steven Resnik
Managing DirectorCRD 6101412
Mark Resnik
Managing DirectorCRD 2365171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$218M in ETFs
98%
$214M
1%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $21.5M | 267,337 | 9.89% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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