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BURLING WEALTH PARTNERS

CHICAGO, IL · CRD 332198 · IAPD ↗ · burlingwp.com · 1-312-825-0262

$1.00BRegulatory AUM
7Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — BURLING WEALTH PARTNERS changed its website from burlingwealthpartners.com to burlingwp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2026 — BURLING WEALTH PARTNERS notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — BURLING WEALTH PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — BURLING WEALTH PARTNERS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — BURLING WEALTH PARTNERS crossed $1B in regulatory AUM ($768.0M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2025 — BURLING WEALTH PARTNERS grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — BURLING WEALTH PARTNERS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
January 2025 — BURLING WEALTH PARTNERS notice-filed in AZ, CO, FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
January 2025 — BURLING WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
January 2025 — BURLING WEALTH PARTNERS now reports custody of client assets ($72.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
January 2025 — BURLING WEALTH PARTNERS grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
January 2025 — BURLING WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — BURLING WEALTH PARTNERS (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 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.