# BURDICK WEALTH MANAGEMENT, LLC

BURDICK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 143978
- Type: SEC-registered investment adviser
- Phone: 808-214-6509
- Latest filing: 2026-02-07
- Regulatory AUM: $34.2M
- Discretionary AUM: $32.5M
- Non-discretionary AUM: $1.7M
- Clients: 1
- Accounts: 70

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143978/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143978/similar
- Related entities: https://search.stillhousedata.com/firm/143978/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143978

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.