# Burling Wealth Partners

> Burling Wealth Partners is an SEC-registered investment advisory firm in Chicago, IL, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 332198
- Filed as: BURLING WEALTH PARTNERS
- Legal name: Burling Wealth Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332198
- AdvisorCensus page: https://advisorcensus.com/firm/burling-wealth-partners-chicago-il-332198

## Quick answers

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

**Where is Burling Wealth Partners located?**
Burling Wealth Partners' principal office is in Chicago, IL, according to its Form ADV.

**Is Burling Wealth Partners registered with the SEC or a state?**
Burling Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332198.

**How much does Burling Wealth Partners manage?**
Burling Wealth Partners reports $1,004,645,681 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Burling Wealth Partners' assets and staff changed since 2024?**
In the Form ADV data for Burling Wealth Partners: Regulatory assets under management: $0 in the October 2024 data and $1,004,645,681 in the October 2026 data. Total employees: 1 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Burling Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (183); individuals (other than high net worth individuals) (67); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Burling Wealth Partners use?**
Burling Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Burling Wealth Partners 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/332198

**Does Burling Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Burling Wealth Partners does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Burling Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $767,956,805 to $1,004,645,681 (+31%). Registered or notice-filed in OH.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> Burling Wealth Partners does not impose a minimum portfolio size or a minimum initial investment to open an account.

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.

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: $1,004,645,681
- Discretionary: $1,003,935,863
- Non-discretionary: $709,818

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $20,852,878 |
| High net worth individuals | 183 | $977,175,330 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,102,128 |
| Charitable organizations | 1 | $2,515,345 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | September 6, 2024 |
| October 2025 | $767,956,805 | 8 | March 28, 2025 |
| October 2026 | $1,004,645,681 | 8 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $1,004,645,681 in the October 2026 data.
Total employees: 1 in October 2024 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $767,956,805 to $1,004,645,681 (+31%).
- Registered or notice-filed in OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burling Wealth Partners (CRD 332198): Form ADV filing data as of October 2026.