Burke Wealth Management

BURKE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in HOUSTON, TX, registered since 2026. The firm manages $95 million in assets, with $86...

Burke Wealth Management

BURKE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in HOUSTON, TX, registered since 2026. The firm manages $95 million in assets, with $86 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

What investment services does Burke Wealth Management provide?

The firm provides comprehensive wealth management services including investment portfolio design, tax planning, estate planning, and risk management. As a fee-only advisor, it is compensated solely by client-paid fees rather than commissions or product sales. The firm does not publicly disclose specific asset classes, strategies, or direct investment programs it employs.

Where is Burke Wealth Management headquartered?

No specific headquarters location is publicly available for this firm. Public filings and online sources do not list a city or state of operation. The firm is registered as a domestic limited liability company in the United States, but its physical operating address is not disclosed.

Who are the key principals at Burke Wealth Management?

No named principals, investment professionals, or executive team members are publicly listed for Burke Wealth Management. The firm's leadership and professional staff are not identified in SEC filings, news articles, or professional directories examined during this research. This lack of disclosure is unusual for a registered investment advisor.

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