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Building 2BURKE WEALTH MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone713-933-5402
NotebookSEC #801-135768
Total AUM
$95.2M
Employees
3
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3355 W ALABAMA ST
SUITE 910
HOUSTON
TX 77098
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
713-933-5402

ReceiptFinancials

Total AUM
$95.2M
Accounts
128
Discretionary
$86.3M
Accounts
109
Non-Discretionary
$8.9M
Accounts
19

ContactClients

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Individual Clients
17
AUM
$4.8M
HNW Individual Clients
54
AUM
$82.3M
Investment Company Clients
1
AUM
$0
Pooled Vehicle Clients
1
AUM
$8.1M
Investment Advisor Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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