Adviser Profile
| As of Date | 04/08/2026 |
| Registration status | Registration Changed to BURKE WEALTH MANAGEMENT, LLC |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 95,240,442 41% |
| of that, discretionary | 86,312,463 29% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 744,066 9% |
| % High Net Worth | 73.97% 9% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1