BURLINGAME WEALTH MANAGEMENT, LLC

CRD 300041File 801-137010

APPROVED

Retail clients

Filing as of Aug 26, 2026

Feed vintage Sep 11, 2026

Regulatory AUM

$129.4M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $129.4M

Clients

115 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Sep 10, 2026
Principal office: 345 LORTON AVE., SUITE 201, BURLINGAME, CA, 94010
Phone: 6505972400
Website: https://burlingamewealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $129.4M
Discretionary AUM: $0
Non-discretionary AUM: $129.4M
Discretionary accounts: 0
Non-discretionary accounts: 115
Total accounts: 115
AUM per client: $3.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	37	$129.4M
Pooled investment vehicles	1	Not reported

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FEES PAID BY LPG CAPITAL PARTNERS LP AS DESCRIBED IN ADV PART 2
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BURLINGAME WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BURLINGAME WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.