BURDICK WEALTH MANAGEMENT, LLC

BURDICK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 143978). Regulatory assets under management: $34.2M.

Registration

• CRD: 143978
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search