Adviser Profile
| As of Date | 09/12/2026 |
| Registration status | Registration Changed to BURLINGAME WEALTH MANAGEMENT, LLC |
| ADV Location | BURLINGAME, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 129,396,168 165% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,125,184 -40% |
| % High Net Worth | 97.37% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds