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BURKE WEALTH MANAGEMENT, LLC

HOUSTON, TX · CRD 305840 · IAPD ↗ · burkewealthmanagement.com · 713-933-5402

$95.2MRegulatory AUM
3Advisory reps
3Employees
1Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — BURKE WEALTH MANAGEMENT, LLC (HOUSTON, TX) is newly SEC-registered with $95.2M RAUM and 3 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.