BURKHOLDER WEALTH MANAGEMENT
BURK HOLDINGS LLC Legal Name
Adviser information for BURKHOLDER WEALTH MANAGEMENT last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oklahoma, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 165 | $144.0M |
| Non-Discretionary | 0 | $0 |
| Total | 165 | $144.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 73 | $119.2M |
| HNW Individuals | 90 | $24.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $621,000 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesROBO ADVISOR |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-128555 |
|---|---|
| SEC ERA File Number | 801-128555 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305300 |
| Legal Entity Identifier | None |
Principal Office
5014 E 101ST STREETSUITE 100
TULSA
OK
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 918-727-7100, Fax: None
Chief Compliance Officer
ERIC BURKHOLDER
MEMBER
5014 E 101ST STREET
SUITE 100
TULSA
OK
United States
Tel:
918-727-7100
E***@***************M
(Full email address available in API data)
Industry Affiliates
| JOSEPH HARVEY HANSON | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BURKHOLDER, ERIC, DOUGLAS | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 03/2017 | > 75% |