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BURLINGAME WEALTH MANAGEMENT, LLC

BURLINGAME, CA · CRD 300041 · IAPD ↗ · burlingamewealth.com · 6505972400

$129.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — BURLINGAME WEALTH MANAGEMENT, LLC (BURLINGAME, CA) is newly SEC-registered with $129.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.