Burke Wealth Management

Burke Wealth Management, LLC is structured as a fee-only registered investment advisor (RIA) that serves multiple high-net-worth families, classifying it as a multi-family office. Its SEC registration confirms it manages client assets under a fiduciary standard, meaning it must act in clients' best interests. The firm does not publicly list a single founding family or principal, reinforcing its multi-client structure.

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.

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.

Burke Wealth Management does not publicly disclose its assets under management. Its SEC registration indicates it manages assets above the federal threshold requiring registration — typically over $100 million for RIAs — but the exact figure is unknown. Competing firms in the multi-family office space may publish AUM, but this firm does not.

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.