Burkholder Wealth Management
Burkholder Wealth Management is an SEC-registered wealth manager in Tulsa, OK with $379.9M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Burkholder Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305300, SEC 801-128555, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $379.9M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Tulsa, OK
- Employees
- 8
- Clients
- 268
- CRD
- 305300
- Ownership
- BURKHOLDER, ERIC, DOUGLAS
How much AUM does Burkholder Wealth Management have?
Burkholder Wealth Management reported $379.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Burkholder Wealth Management?
Disclosed owners and executives of Burkholder Wealth Management include BURKHOLDER, ERIC, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.