# Burke Wealth Management, LLC

> Burke Wealth Management, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 305840
- Filed as: BURKE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305840
- AdvisorCensus page: https://advisorcensus.com/firm/burke-wealth-management-llc-houston-tx-305840

## Quick answers

**How is Burke Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Burke Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Burke Wealth Management, LLC located?**
Burke Wealth Management, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Burke Wealth Management, LLC registered with the SEC or a state?**
Burke Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 305840.

**How much does Burke Wealth Management, LLC manage?**
Burke Wealth Management, LLC reports $95,240,442 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (91% discretionary).

**What types of clients does Burke Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (54); individuals (other than high net worth individuals) (17); investment companies (1).

**Which custodians does Burke Wealth Management, LLC use?**
Burke Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Burke 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 SEC record: https://adviserinfo.sec.gov/firm/summary/305840

**Does Burke Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 19, 2026 says: "A minimum account of $1,000,000 is required, although this is negotiable under certain circumstances."

**What changed in Burke Wealth Management, LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 19, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> A minimum account of $1,000,000 is required, although this is negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $95,240,442
- Discretionary: $86,312,463
- Non-discretionary: $8,927,979

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $4,823,831 |
| High net worth individuals | 54 | $82,289,511 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $8,127,100 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- burkewealthmanagement.com

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burke Wealth Management, LLC (CRD 305840): Form ADV filing data as of October 2026.