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BURKHOLDER WEALTH MANAGEMENT

TULSA, OK · CRD 305300 · IAPD ↗ · 918-727-7100

$379.9MRegulatory AUM
6Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — BURKHOLDER WEALTH MANAGEMENT notice-filed in CO, KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — BURKHOLDER WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2026 — BURKHOLDER WEALTH MANAGEMENT reported RAUM up 49% ($255.1M -> $379.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — BURKHOLDER WEALTH MANAGEMENT grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — BURKHOLDER WEALTH MANAGEMENT notice-filed in AR, CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — BURKHOLDER WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — BURKHOLDER WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — BURKHOLDER WEALTH MANAGEMENT now reports custody of client assets ($179.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2025 — BURKHOLDER WEALTH MANAGEMENT reported RAUM up 77% ($144.0M -> $255.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — BURKHOLDER WEALTH MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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