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BURKHOLDER WEALTH MANAGEMENT
Legal name: BURK HOLDINGS LLC
CRD 305300File 801-128555
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$379.9M
Below cohort median (national)
Discretionary AUM
$379.9M
Clients
268
920 accounts
Employees
8
Above cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 11, 2023
- Principal office
- 5014 E 101ST STREET, SUITE 200, TULSA, OK, 74137
- Phone
- 918-727-7100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $379.9M
- Discretionary AUM
- $379.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 920
- Non-discretionary accounts
- 0
- Total accounts
- 920
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $3.4M |
| High net worth individuals | 152 | $346.8M |
| Pension and profit sharing plans | 1 | $769K |
| Individuals (other than high net worth individuals) | 114 | $28.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.