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BURKE WEALTH MANAGEMENT, LLC
CRD 305840 · SEC 801-135768
3355 W ALABAMA ST, SUITE 910, HOUSTON, TX, 77098, United States
Phone
713-933-5402
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$95.2M
Discretionary AUM
$86.3M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $4.8M |
| High net worth individuals | 54 | $82.3M |
| Investment companies | 1 | $0 |
| Pooled investment vehicles | 1 | $8.1M |
| Other investment advisers | 1 | $0 |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD