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| Happy Holidays!! thanks for using AUM13F!! |
| Burling Wealth Partners LLC
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| CRD # | 332198 |
| SEC # | 801-130889 |
| CIK # | 0002054946 |
| AUM | $768.0 M (2025-03-28) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 312-825-0262 |
| Address | One South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002054946 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 33.0 | ||
| Amazon Com Inc | 25.1 | ||
| Apple Inc | 23.9 | ||
| Nvidia Corp | 19.7 | ||
| J P Morgan Chase & Co | 18.2 | ||
| Blackstone Group LP | 14.5 | ||
| Alphabet Inc | 14.0 | ||
| Abbott Laboratories | 11.6 | ||
| Facebook Inc | 10.2 | ||
| Mastercard Inc | 10.0 | ||
| Alphabet Inc | 8.9 | ||
| AbbVie Inc | 8.7 | ||
| Lilly Eli & Co | 8.1 | ||
| Honeywell International Inc | 7.4 | ||
| Salesforce Com Inc | 6.1 | ||
| Roper Industries Inc | 5.9 | ||
| Intuit Inc | 5.7 | ||
| CME Group Inc | 5.6 | ||
| Waste Management Inc | 5.4 | ||
| Procter & Gamble Co | 5.3 | ||
| United Technologies Corp /DE/ | 5.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 15.7 |
| (b) Individuals (high net worth individuals) | 141 | 748.7 |
| (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 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 642 | 768.0 |
| By Discretionary | ||
| Discretionary | 640 | 767.2 |
| Non-Discretionary | 2 | 0.7 |
| Total | 642 | 768.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 768.0 | |
| Total | 642 | 768.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054946] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Findec Wealth Services Inc
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|
CA | 0.8 |
|
FSA Wealth Partners Inc
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MD | 0.8 |
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The High Net Worth Advisory Group LLC
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FL | 0.8 |
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CCG Wealth Management LLC
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CA | 0.8 |
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Private Wealth Management Inc
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TN | 0.8 |
|
Meridian Management Co
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AR | 0.8 |
|
Austin Wealth Management LLC
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TX | 0.8 |
|
B&T Capital Management Incorporated
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TX | 0.8 |
|
Aequitas Investment Advisors LLC
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|
MA | 0.8 |
|
PCG Wealth Advisors LLC
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|
KS | 0.8 |