Burke Wealth Management, LLC
● SEC registered since 2026CRD 305840SEC# 801-135768Houston, TX
Reg. AUM
$95.2M
Employees
3
Accounts
128
Location
Houston, TX
Burke Wealth Management, LLC assets under management
Burke Wealth Management, LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2026. It reports $95.2 million in regulatory assets under management and employs 3 people.
Burke Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Keithley Ward Control | Chief Compliance Officer | Under 5% | 2019 |
| Kenneth Michael Burke Control | Managing Member | Over 75% | 2019 |
Frequently asked questions
How much does Burke Wealth Management, LLC manage?
Burke Wealth Management, LLC reports $95.2 million in regulatory assets under management on its Form ADV.
How many employees does Burke Wealth Management, LLC have?
Burke Wealth Management, LLC reports 3 employees.
Where is Burke Wealth Management, LLC located?
Burke Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2026.
Does Burke Wealth Management, LLC disclose fund performance?
Burke Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3355 W Alabama St, Suite 910, Houston, TX 77098 |
| Phone | 713-933-5402 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$95.2MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$95.2Mregulatory AUM
Discretionary $86.3MNon-discretionary $8.9M