# Burdick Wealth Management, LLC

> Burdick Wealth Management, LLC is a state-registered investment advisory firm, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 7, 2026.

- CRD: 143978
- Filed as: BURDICK WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143978
- AdvisorCensus page: https://advisorcensus.com/firm/burdick-wealth-management-llc-143978

## Quick answers

**How is Burdick Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Burdick Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Burdick Wealth Management, LLC registered with the SEC or a state?**
Burdick Wealth Management, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143978.

**How much does Burdick Wealth Management, LLC manage?**
Burdick Wealth Management, LLC reports $34,153,654 in regulatory assets under management in its Form ADV filing dated February 7, 2026 (95% discretionary).

**What types of clients does Burdick Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (8); corporations or other businesses not listed above (1).

**Does Burdick Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143978

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $34,153,654
- Discretionary: $32,452,267
- Non-discretionary: $1,701,387

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $5,665,912 |
| High net worth individuals | 8 | $26,402,552 |
| Corporations or other businesses not listed above | 1 | $2,085,190 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, HI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- burdickwealthmgmt.com
- LinkedIn @andrewcburdick

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burdick Wealth Management, LLC (CRD 143978): Form ADV filing data as of October 2026.