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| Burling Wealth Partners LLC
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|---|---|
| CRD # | 332198 |
| SEC # | 801-130889 |
| CIK # | 0002054946 |
| AUM | 1,004.6 M (2026-03-31) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 312-825-0262 |
| Address | One South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.0 | ||
| Microsoft Corp | 26.5 | ||
| Amazon Com Inc | 26.0 | ||
| Nvidia Corp | 25.4 | ||
| Alphabet Inc | 21.9 | ||
| J P Morgan Chase & Co | 18.6 | ||
| Alphabet Inc | 16.1 | ||
| Facebook Inc | 12.2 | ||
| Lilly Eli & Co | 12.1 | ||
| AbbVie Inc | 10.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 20.9 |
| (b) Individuals (high net worth individuals) | 183 | 977.2 |
| (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 | 2 | 4.1 |
| (h) Charitable organizations | 1 | 2.5 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 922 | 1,004.6 |
| By Discretionary | ||
| Discretionary | 920 | 1,003.9 |
| Non-Discretionary | 2 | 0.7 |
| Total | 922 | 1,004.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,004.6 | |
| Total | 922 | 1,004.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054946] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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