Investment adviser · CRD 305840

BURKE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Aug 19, 2026

Regulatory AUM: $95.2M
Client accounts: 128
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	54	$82,289,511	86.4%
Pooled investment vehicles	1	$8,127,100	8.5%
Individuals	17	$4,823,831	5.1%
Investment companies	1	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%

Filing source

Form ADV 2126976 · Aug 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BWM TACTICAL GROWTH, LPHedge Fund · Last reported Mar 10, 2026$8.13MGross asset value

Form D fundraising filings

BWM Tactical Growth LP

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & CO CLEVELAND, Ohio, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHEN & CO
PCAOB 925

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-2636048104
Reported beneficial owners: 20
Minimum commitment: $1M
Form D file number: 021-435085

Form ADV 2068448 · Mar 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 19, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

3355 W ALABAMA ST, SUITE 910
HOUSTON, TX, 77098, United States

CRD 305840

Filing source

Form ADV 2126976 · Aug 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.