# BURKE & HERBERT WEALTH SERVICES, LLC

BURKE & HERBERT WEALTH SERVICES, LLC of ALEXANDRIA, VA is an SEC-registered investment adviser.

## Registration

- CRD: 340285
- Type: SEC-registered investment adviser
- SEC file number: 801-135403
- Location: 100 S. FAIRFAX STREET, ALEXANDRIA, VA, 22314
- Phone: (703) 518 - 8361
- Latest filing: 2026-04-22
- Regulatory AUM: $156.1M
- Discretionary AUM: $153.4M
- Non-discretionary AUM: $2.6M
- Clients: 4
- Accounts: 541

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Quintin Mullins | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | — |
| Shannon Barrow Rowan | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340285/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340285/similar
- Related entities: https://search.stillhousedata.com/firm/340285/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340285

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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.