BURKE WEALTH MANAGEMENT, LLC

BURKE WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 305840). Regulatory assets under management: $95.2M.

Registration

• CRD: 305840
• SEC file number: 801-135768
• Type: Registered investment adviser
• Location: 3355 W ALABAMA ST, SUITE 910, HOUSTON, TX, 77098
• Phone: 713-933-5402
• Latest filing: 2026-07-28
• Regulatory AUM: $95.2M
• Discretionary AUM: $86.3M
• Non-discretionary AUM: $8.9M
• Clients: 3
• Accounts: 128

Business model

Compensation: % of AUM.

Clients served: High net worth, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305840 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search