Investment adviser · CRD 305300
BURKHOLDER WEALTH MANAGEMENT
Investment adviser filing (IA)
BURK HOLDINGS LLC
TULSA, OK, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $380M Form ADV · Item 5.F
- Client accounts
- 920 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 152 | $346,845,106 | 91.3% |
| Individuals | 114 | $28,821,835 | 7.6% |
| Charities | 1 | $3,433,690 | 0.9% |
| Retirement plans | 1 | $768,972 | 0.2% |
Filing source
Form ADV 2133916 · Sep 23, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5014 E 101ST STREET, SUITE 200TULSA, OK, 74137, United States
CRD 305300
Filing source
Form ADV 2133916 · Sep 23, 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.