BURLINGAME WEALTH MANAGEMENT, LLC

BURLINGAME WEALTH MANAGEMENT, LLC of BURLINGAME, CA is an SEC-registered investment adviser (CRD 300041). Regulatory assets under management: $129.4M.

Registration

• CRD: 300041
• SEC file number: 801-137010
• Type: Registered investment adviser
• Location: 345 LORTON AVE., SUITE 201, BURLINGAME, CA, 94010
• Phone: 6505972400
• Latest filing: 2026-07-02
• Regulatory AUM: $129.4M
• Non-discretionary AUM: $129.4M
• Clients: 1
• Accounts: 115

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300041 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search