Burke Wealth Management, LLC
Burke Wealth Management, LLC is an SEC-registered wealth manager with $95.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Burke Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305840, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $95.2M (2026-04-22)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 72
- CRD
- 305840
- Ownership
- BURKE, KENNETH, MICHAEL; WARD, CHARLES, KEITHLEY
How much AUM does Burke Wealth Management, LLC have?
Burke Wealth Management, LLC reported $95.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Burke Wealth Management, LLC?
Disclosed owners and executives of Burke Wealth Management, LLC include BURKE, KENNETH, MICHAEL, WARD, CHARLES, KEITHLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.