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Burdick Wealth Management
Burdick Wealth Management, LLC is a state-registered investment adviser with $34 million in regulatory assets under management. The firm manages $32 million...
Overview
Burdick Wealth Management, LLC is a state-registered investment adviser with $34 million in regulatory assets under management. The firm manages $32 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What types of services does Burdick Wealth Management provide?
The firm provides financial planning and investment management services. It manages client portfolios across traditional asset classes including equities, fixed income, and cash alternatives.
Does Burdick Wealth Management disclose its AUM?
No public disclosure of AUM is available. The firm does not report AUM figures on its website or through regulatory filings that are publicly accessible.
Who runs investment decisions at Burdick Wealth Management?
No named principals or investment professionals are publicly documented for Burdick Wealth Management. Public records do not identify the firm's leadership structure.
Where is Burdick Wealth Management headquartered?
The firm operates in the United States, though a specific city or street address is not publicly listed in accessible sources.
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