Burlingame Wealth Management, LLC

Overview

Burlingame Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The firm does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not identify as a pension consultant or capital allocator. The firm lists a law firm among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives