# Burling Wealth Partners

Burling Wealth Partners is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Founded:** 2024
- **Assets under management:** 750 (Altss estimate)
- **Website:** https://www.burlingwp.com
- **LinkedIn:** https://www.linkedin.com/company/burlingwealthpartners

## Regulatory record

- **CRD number:** 332198
- **SEC file number:** 801-130889
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332198

## About

Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions. We are committed to our role as Fiduciary Advisors — guided by the principle that advice should be straightforward, customized, and given without bias. We put our client’s interests first and have a transparent fee structure that aligns our objectives with our clients. Information provided within this platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Burling Wealth Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and the possible loss of principal.

## Questions

### Who runs investment decisions at Burling Wealth Partners?

No named principals or CIO appear in the research record.

### How does Burling Wealth Partners source proprietary deal flow?

No sourcing model or deal examples are documented.

### Does Burling Wealth Partners participate in fund commitments or only direct deals?

No information on fund commitments or direct investments is available.

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- [AlphaWealth](https://altss.com/profile/alphawealth-pty-ltd)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/burling-wealth-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology