# Burkholder Wealth Management

> Burkholder Wealth Management is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 305300
- Filed as: BURKHOLDER WEALTH MANAGEMENT
- Legal name: Burk Holdings LLC
- Also doing business as: REVIVE WEALTH MANAGEMENT, SIGNAL WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305300
- AdvisorCensus page: https://advisorcensus.com/firm/burkholder-wealth-management-tulsa-ok-305300

## Quick answers

**How is Burkholder Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Burkholder Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Burkholder Wealth Management located?**
Burkholder Wealth Management's principal office is in Tulsa, OK, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Burkholder Wealth Management registered with the SEC or a state?**
Burkholder Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 305300.

**How much does Burkholder Wealth Management manage?**
Burkholder Wealth Management reports $379,869,603 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have Burkholder Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for Burkholder Wealth Management: Regulatory assets under management: $114,318,000 in the October 2023 data and $379,869,603 in the October 2026 data, up 232%. Total employees: 4 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Burkholder Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (152); individuals (other than high net worth individuals) (114); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

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

**Does Burkholder Wealth Management 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/305300

**What changed in Burkholder Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CO, KS.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage 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: $379,869,603
- Discretionary: $379,869,603
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $28,821,835 |
| High net worth individuals | 152 | $346,845,106 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $768,972 |
| Charitable organizations | 1 | $3,433,690 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, CO, KS, LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Austin, TX

### Websites listed on Form ADV (Item 1.I)
- burkholderwm.com
- revivegroupok.com
- signal-wealth.com
- Facebook @burkholderwm
- Facebook facebook.com
- Instagram @burkwm
- Instagram @signalwealthadvisors
- LinkedIn @burkholderwm
- LinkedIn @signal-wealth-advisors
- YouTube @SignalWealthAdvisors
- YouTube @UCtyVuGdAo6Ma7Q15i01Jfxw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $114,318,000 | 4 | September 21, 2023 |
| October 2024 | $144,000,000 | 5 | May 28, 2024 |
| October 2025 | $255,129,326 | 6 | June 5, 2025 |
| October 2026 | $379,869,603 | 8 | September 23, 2026 |

Regulatory assets under management: $114,318,000 in the October 2023 data and $379,869,603 in the October 2026 data, up 232%.
Total employees: 4 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CO, KS.

### April 2026
- Regulatory assets under management went from $255,129,326 to $379,869,603 (+49%).
- Employees performing advisory functions went from 4 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burkholder Wealth Management (CRD 305300): Form ADV filing data as of October 2026.