BURRIS WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- SURPRISE, Arizona
- CRD number
- 171049
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Burris Wealth Management, Inc. is an independent, individually owned RIA that serves individuals and families. The firm combines financial planning and portfolio management for individual and small-business clients with brokerage activity in real estate and other financial products. Its fee model is a mix of a percentage of assets under management and hourly charges. Regulatory filings describe Burris Wealth Management as neither a multi-state adviser nor a capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
- US Government Bonds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1JOHNNY BURRIS
President and CEOCRD 2850953
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SURPRISE, AZ
MARICOPA
Location
SURPRISE, AZ
Headquartered in SURPRISE, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 15286 N 144th Ave
- Time zone
- MT (UTC-7)
- Office locations
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