BURKE WEALTH MANAGEMENT, LLC

CRD 305840File 801-135768

APPROVED

Retail clients

Filing as of Jul 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$95.2M

Bottom 25% of cohort (national)

Discretionary AUM

$86.3M

Non-discretionary $8.9M

Clients

128 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 6, 2026
Principal office: 3355 W ALABAMA ST, SUITE 910, HOUSTON, TX, 77098
Phone: 713-933-5402
Website: https://www.burkewealthmanagement.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $95.2M
Discretionary AUM: $86.3M
Non-discretionary AUM: $8.9M
Discretionary accounts: 109
Non-discretionary accounts: 19
Total accounts: 128
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$0
Other investment advisers	Fewer than 5	$0
High net worth individuals	54	$82.3M
Pooled investment vehicles	1	$8.1M
Individuals (other than high net worth individuals)	17	$4.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for investment companies
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.

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.