|
⚲
|
| Burke & Herbert Wealth Services LLC
✚
|
|
|---|---|
| CRD # | 340285 |
| SEC # | 801-135403 |
| CIK # | |
| AUM | $156.1 M (2026-04-22) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 703-518-8361 |
| Address | 100 S Fairfax Street Alexandria, VA 22314 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 47.6 |
| (b) Individuals (high net worth individuals) | 53 | 104.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 541 | 156.1 |
| By Discretionary | ||
| Discretionary | 535 | 153.4 |
| Non-Discretionary | 6 | 2.6 |
| Total | 541 | 156.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.1 | |
| Total | 541 | 156.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
401K Generation
✚
|
FL | 0.2 |
|
JK Private Wealth LLC
✚
|
CT | 0.2 |
|
Spyglass Investment Management Corporation
✚
|
IN | 0.2 |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 0.2 |
|
Quantitative Financial Strategies LLC
✚
|
0.2 | |
|
My Wealth Management Inc
✚
|
MD | 0.2 |
|
Johnson Dunn Capital Advisors Inc
✚
|
0.2 | |
|
Indelible Wealth Group LLC
✚
|
0.2 | |
|
Team Hays Inc
✚
|
TX | 0.2 |
|
Taurum Retirement Partners LLC
✚
|
AZ | 0.2 |