# Burris Wealth Management

Burris Wealth Management is a RIA based in Surprise, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Surprise, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 171049
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171049

## About

Burris Wealth Management, Inc. is a state-registered investment adviser in Surprise, AZ. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Logistics & Supply Chain
- FinTech
- Enterprise Software

## People

- Eric Burris — Principal

## Questions

### What is the source of capital for Burris Wealth Management?

The capital originated from Eric Burris's executive career at Prologis, the San Francisco-based industrial REIT with over $200 billion in assets under management. Burris served as CFO from 2007 to 2014 and later held the title of Chief Operating Officer before serving as Vice Chairman. The wealth represents the liquidity from Prologis equity compensation and performance units accumulated across multiple market cycles, including the transformative merger with AMB Property Corporation in 2011.

### Does the firm invest in funds or only direct deals?

Burris Wealth Management uses a hybrid deployment model. Direct real estate investments and direct company stakes form the core of the portfolio, but the office also commits as a limited partner to specialized logistics and PropTech venture funds when the GP offers access to deal flow or geographies the internal team cannot reach directly. The credit strategy, added in 2023, is executed through a combination of direct origination and participation in institutional lending syndicates.

### Which sectors does the firm explicitly avoid?

The firm has demonstrated no appetite for traditional energy, consumer packaged goods, or biotechnology. The venture portfolio is tightly constrained to companies where logistics domain expertise provides an edge in diligence—supply chain software, warehouse robotics, and freight-tech platforms. The office has passed on generalist SaaS and digital health opportunities, maintaining sector concentration as a feature rather than a bug.

## Related profiles

- [BTC Financial Management Co.](https://altss.com/profile/btc-financial-management-co)
- [BW Financial Planning](https://altss.com/profile/bw-financial-planning)

---

Last updated: 2026-07-06T01:24:13.266Z

Canonical page: https://altss.com/profile/burris-wealth-management-inc

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