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BURKE WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$95,240,442
Discretionary
$86,312,463
Non-discretionary
$8,927,979

Firm details

CRD number
305840
SEC file number
801-135768
Main office
HOUSTON, TX, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.