Burke & Herbert Wealth Services, LLC
● SEC registered since 2026CRD 340285SEC# 801-135403Alexandria, VA
Reg. AUM
$156.1M
Employees
4
Accounts
541
Location
Alexandria, VA
Burke & Herbert Wealth Services, LLC assets under management
Burke & Herbert Wealth Services, LLC is an investment advisory firm registered with the SEC based in Alexandria, VA. The firm has been registered since 2026. It reports $156.1 million in regulatory assets under management and employs 4 people.
Burke & Herbert Wealth Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Burke & Herbert Financial Services Corp. Control | Owner | Over 75% | 2025 |
| James Quintin Mullins Control | Chief Compliance Officer, Senior Vice President | Under 5% | 2025 |
| Shannon Barrow Rowan Control | President | Under 5% | 2025 |
Frequently asked questions
How much does Burke & Herbert Wealth Services, LLC manage?
Burke & Herbert Wealth Services, LLC reports $156.1 million in regulatory assets under management on its Form ADV.
How many employees does Burke & Herbert Wealth Services, LLC have?
Burke & Herbert Wealth Services, LLC reports 4 employees.
Where is Burke & Herbert Wealth Services, LLC located?
Burke & Herbert Wealth Services, LLC is based in Alexandria, VA and has been SEC-registered since 2026.
Does Burke & Herbert Wealth Services, LLC disclose fund performance?
Burke & Herbert Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 S. Fairfax Street, Alexandria, VA 22314 |
| Phone | (703) 518 - 8361 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.1MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$156.1Mregulatory AUM
Discretionary $153.4MNon-discretionary $2.6M