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BURLING WEALTH PARTNERS, LLC

Doing business as BURLING WEALTH PARTNERS. SEC Form ADV profile.

Total regulatory AUM
$1,004,645,681
Discretionary
$1,003,935,863
Non-discretionary
$709,818

Firm details

CRD number
332198
SEC file number
801-130889
Main office
CHICAGO, IL, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.