Burlingame Wealth Management, LLC

Overview

Burlingame Wealth Management, LLC operates as an independent RIA organized as a limited liability company and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Its advisory fees are charged as a percentage of assets under management plus other fee arrangements. The firm does not present itself as an active ESG investor, and it is not registered as a multi-state adviser or pension consultant. An industry affiliation with a law firm is recorded.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices