BURKE & HERBERT WEALTH SERVICES, LLC

BURKE & HERBERT WEALTH SERVICES, LLC of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 340285). Regulatory assets under management: $156.1M.

Registration

• CRD: 340285
• SEC file number: 801-135403
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340285 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search