BURK HOLDINGS LLC
Doing business as BURKHOLDER WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$379,869,603
Discretionary
$379,869,603
Non-discretionary
$0
Firm details
- CRD number
- 305300
- SEC file number
- 801-128555
- Main office
- TULSA, OK, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.