|
⚲
|
| Burke Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 305840 |
| SEC # | 801-135768 |
| CIK # | |
| AUM | $95.2 M (2026-04-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 713-933-5402 |
| Address | 3355 W Alabama St Houston, TX 77098 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | BWM Tactical Growth LP | [2026-03-05] | 8.4 | 8.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 4.8 |
| (b) Individuals (high net worth individuals) | 54 | 82.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 95.2 |
| By Discretionary | ||
| Discretionary | 109 | 86.3 |
| Non-Discretionary | 19 | 8.9 |
| Total | 128 | 95.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.2 | |
| Total | 128 | 95.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Charley Ward | 2 | 2 | ||
| Kenneth Burke Jr | 2 | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cruiser Capital Advisors LLC
✚
|
CT | 0.1 |
|
Alexander Capital Advisors LLC
✚
|
CT | 0.1 |
|
Longboard Asset Management LP
✚
|
0.1 | |
|
Bergen Park Capital Management LLC
✚
|
MT | 0.1 |
|
Gravity Capital Management LLC
✚
|
NY | 0.1 |
|
Cove Street Capital LLC
✚
|
CA | 0.1 |
|
Mundoval Capital Management Inc
✚
|
CA | 0.1 |
|
ZEST Capital LLC
✚
|
FL | 0.1 |
|
Seven Canyons Advisors LLC
✚
|
UT | 0.1 |
|
Lexion Capital Management LP
✚
|
NY | 0.1 |