Burling Wealth Partners, LLC
● SEC registered since 2024CRD 332198SEC# 801-130889Chicago, IL
Reg. AUM
$1B
Employees
8
Accounts
922
Location
Chicago, IL
Burling Wealth Partners, LLC assets under management
Burling Wealth Partners, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $1 billion in regulatory assets under management and employs 8 people.
Burling Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bwp Irrevocable Trust Control | Member | Over 75% | 2025 |
| James Russell Hadaway | Chief Compliance Officer | Under 5% | 2024 |
| Mark Earl Resnik Control | Member And Managing Director | Under 5% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Burling Wealth Partners, LLC manage?
Burling Wealth Partners, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Burling Wealth Partners, LLC have?
Burling Wealth Partners, LLC reports 8 employees.
Where is Burling Wealth Partners, LLC located?
Burling Wealth Partners, LLC is based in Chicago, IL and has been SEC-registered since 2024.
Does Burling Wealth Partners, LLC disclose fund performance?
Burling Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One South Wacker Drive, Suite 2150, Chicago, IL 60606 |
| Phone | 1-312-825-0262 |
| Office hours | 8:30 To 5:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1B▲ 34%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1Bregulatory AUM
Discretionary $1BNon-discretionary $710K