BURKE WEALTH MANAGEMENT, LLC

ITEM 1: COVER PAGE – BROCHURE – FORM ADV 2A BURKE WEALTH MANAGEMENT, LLC 3355 W Alabama St Suite 910 Houston, TX 77098 Phone: 713-933-5402 www.burkewealthmanagement.com April 22, 2026 This brochure provides information about the qualifications and business practices of Burke Wealth Management, LLC. If you have any questions about the contents of this brochure, please contact us at 713- 933-5402 or kburke@burkewealthmanagement.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Burke Wealth Management, LLC (CRD #: 305840). also is available on the SEC’s website at www.adviserinfo.sec.gov. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 1  ITEM 2: MATERIAL CHANGES Please note the following material changes to this Brochure since our last annual update filed on January 21, 2026: • Burke Wealth Management, LLC has expanded its service offering to include acting as a sub- advisor to an exchange-traded fund (“ETF”) and has amended various sections to describe these services • Burke Wealth Management, LLC has amended this Brochure to align with the instructions for registration with the U.S. Securities and Exchange Commission (“SEC”). The BWM Tactical Growth LP was terminated and liquidated on March 31, 2026. • ITEM 3: TABLE OF CONTENTS ITEM 1: COVER PAGE – BROCHURE – FORM ADV 2A ............................................................................................................................. 1 ITEM 2: MATERIAL CHANGES ................................................................................................................................................................... 2 ITEM 3: TABLE OF CONTENTS .................................................................................................................................................................. 2 ITEM 4: ADVISORY BUSINESS................................................................................................................................................................... 4 BUSINESS AND OWNER .................................................................................................................................................................... 4 ADVISORY SERVICES OFFERED .......................................................................................................................................................... 4 CLIENT NEEDS AND RESTRICTIONS .................................................................................................................................................... 5 WRAP FEE PROGRAMS ..................................................................................................................................................................... 5 ASSETS UNDER MANAGEMENT .......................................................................................................................................................... 5 ITEM 5: FEES AND COMPENSATION......................................................................................................................................................... 5 FEE DESCRIPTION AND SCHEDULE ..................................................................................................................................................... 5 FEE DEDUCTION .............................................................................................................................................................................. 6 THIRD PARTY FEES AND EXPENSES .................................................................................................................................................... 6 ADVANCE PAYMENT OF FEES AND TERMINATION .................................................................................................................................. 6 COMPENSATION FOR THE SALE OF SECURITIES OR OTHER INVESTMENT PRODUCTS ..................................................................................... 7 ITEM 6: PERFORMANCE-BASED FEES AND SIDE-BY-SIDE MANAGEMENT ............................................................................................ 7 ITEM 7: TYPES OF CLIENTS ...................................................................................................................................................................... 7 ITEM 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES AND RISK OF LOSS ............................................................................... 7 ANALYSIS AND INVESTMENT STRATEGY ............................................................................................................................................... 7 RISKS BASED ON ANALYSIS, STRATEGY, OR SECURITY TYPE .................................................................................................................. 8 ITEM 9: DISCIPLINARY INFORMATION................................................................................................................................................... 10 ITEM 10: OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS.............................................................................................. 10 RELATIONSHIP WITH A FIRM REGULATED BY FINRA ........................................................................................................................... 10 RELATIONSHIP WITH A FIRM REGULATED BY THE CFTC ....................................................................................................................... 10 OTHER RELATIONSHIP – CONFLICTS OF INTEREST ............................................................................................................................. 10 REFERRAL FEES FROM OTHER INVESTMENT ADVISERS ...................................................................................................................... 10 ITEM 11: CODE OF ETHICS, PARTICIPATION OR INTEREST IN CLIENT TRANSACTIONS AND PERSONAL TRADING ......................... 11 CODE OF ETHICS .......................................................................................................................................................................... 11 MATERIAL FINANCIAL INTEREST IN SECURITIES ................................................................................................................................. 11 SAME SECURITIES......................................................................................................................................................................... 11 CONCURRENT SECURITIES TRANSACTIONS ........................................................................................................................................ 11 ITEM 12: BROKERAGE PRACTICES ....................................................................................................................................................... 11 SELECTING AND RECOMMENDING BROKER-DEALERS ........................................................................................................................ 11 1. Research and Soft Dollar Benefits .............................................................................................................................. 12 2. Brokerage for Client Referrals ..................................................................................................................................... 12 3. Directed Brokerage ....................................................................................................................................................... 12 BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 2  AGGREGATING ORDERS ................................................................................................................................................................. 12 ITEM 13: REVIEW OF ACCOUNTS .......................................................................................................................................................... 13 PERIODIC ACCOUNT REVIEW ........................................................................................................................................................... 13 NON-PERIODIC ACCOUNT REVIEW ................................................................................................................................................... 13 REPORTING .................................................................................................................................................................................. 13 ITEM 14: CLIENT REFERRALS AND OTHER COMPENSATION .............................................................................................................. 13 ECONOMIC BENEFIT ...................................................................................................................................................................... 13 REFERRALS ................................................................................................................................................................................. 13 ITEM 15: CUSTODY ................................................................................................................................................................................ 13 ITEM 16: INVESTMENT DISCRETION ..................................................................................................................................................... 14 ITEM 17: VOTING CLIENT SECURITIES .................................................................................................................................................. 14 ITEM 18: FINANCIAL INFORMATION ...................................................................................................................................................... 14 ITEM 1: COVER PAGE – BROCHURE SUPPLEMENT – FORM ADV 2B.................................................................................................. 15 ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE ................................................................................................. 16 ITEM 3: DISCIPLINARY INFORMATION................................................................................................................................................... 16 ITEM 4: OTHER BUSINESS ACTIVITIES .................................................................................................................................................. 16 ITEM 5: ADDITIONAL COMPENSATION .................................................................................................................................................. 16 ITEM 6: SUPERVISION ............................................................................................................................................................................ 16 ITEM 1: COVER PAGE – BROCHURE SUPPLEMENT – FORM ADV 2B.................................................................................................. 17 ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE ................................................................................................. 18 ITEM 3: DISCIPLINARY INFORMATION................................................................................................................................................... 18 ITEM 4: OTHER BUSINESS ACTIVITIES .................................................................................................................................................. 18 ITEM 5: ADDITIONAL COMPENSATION .................................................................................................................................................. 18 ITEM 6: SUPERVISION ............................................................................................................................................................................ 18 ITEM 1: COVER PAGE – BROCHURE SUPPLEMENT – FORM ADV 2B.................................................................................................. 19 ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE ................................................................................................. 20 ITEM 3: DISCIPLINARY INFORMATION................................................................................................................................................... 20 ITEM 4: OTHER BUSINESS ACTIVITIES .................................................................................................................................................. 20 ITEM 5: ADDITIONAL COMPENSATION .................................................................................................................................................. 20 ITEM 6: SUPERVISION ............................................................................................................................................................................ 20 BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 3  ITEM 4: ADVISORY BUSINESS BUSINESS AND OWNER Burke Wealth Management, LLC (referred to as “BWM,” “we,” “us,” “our,” “firm” or “adviser”) is a Texas limited liability company that was formed in August 2019 with its principal place of business in Houston, Texas. It commenced operation as an investment adviser in October 2019. Kenneth Michael Burke Jr. is the sole member of the firm. ADVISORY SERVICES OFFERED Burke Wealth Management, LLC provides portfolio management solutions to its clients through a variety of offerings. Services are primarily offered on a discretionary basis. Please see Item 16 – Investment Discretion. Separately Managed Accounts. BWM collaborates closely with each client to identify their goals, investment liquidity needs, and financial situation. Generally, discretionary portfolio objectives, risk tolerance, management starts with the Focused Growth Strategy for a client’s equity exposure. The strategy owns high quality companies in attractive industries that possess long-term growth opportunities greater than that of the broader market. For clients with a shorter time horizon, the Balanced Growth strategy may be appropriate. The Balanced Growth portfolio structure consists of our Focused Growth equity holdings alongside a diversified portfolio of high-quality corporate bonds. The portfolio has a long term target weighting of 60/40 equity to fixed income with the ability to adjust weightings in each asset class between 30% - 70% depending on market conditions. For clients needing a balanced portfolio or a fixed income allocation, our fundamental equity research can be leveraged to identify attractive high-quality corporate bonds. Sub-Advisory Services. Separately Managed Accounts. Our portfolio management services are offered to unaffiliated registered investment advisers on a sub-advisory basis through separately managed accounts. Exchange-Traded Fund. BWM acts as a discretionary sub-adviser to the BWM Quality Growth ETF (BWQG) an actively-managed exchange-traded fund (“ETF”) that is an investment companies registered under the Investment Company Act of 1940, as amended. BWM provides its investment advisory services in a sub- advisory capacity to Empowered Funds, LLC dba EA Advisers, the primary adviser to the ETFs. The ETF is a series of EA Series Trust (the “Trust”) and is subject to the general supervision of the Board of Trustees of the Trust. The ETF is managed using the Focused Growth strategy described above in the Separately Managed Account section, in accordance with the guidelines and restrictions set forth in the ETF’s Prospectus and Statement of Additional Information and all respective regulatory guidelines or limitations. Please refer to Item 8 for information specific to the investment strategies for the ETF. Alpha Capture Program. BWM participates in an alpha capture program by submitting numerical ratings on a regular basis for a predefined universe of holdings. The ratings generally align with our broader research efforts. Ratings do not constitute market orders. We are one of many contributors to the program and are unaware of how our submissions are ultimately utilized. Non-Discretionary Accounts. Upon request from a client, BWM may assist in opening and administering non- discretionary accounts. These accounts are provided as an accommodation for our clients. When we are hired to provide non-discretionary services, BWM will make recommendations but the ultimate decision to buy or sell a security will be made by the client. Model Marketplaces. The Firm provides non-discretionary model portfolio recommendations to third-party investment platforms and financial advisors utilizing the platforms (each, a "Model Marketplace"). Under these arrangements, the Firm delivers a model portfolios to the Model Marketplace on a periodic basis. The Model Marketplace retains full investment discretion over client accounts, including whether, when, and how to implement the Firm's model portfolio recommendations. The Firm does not have an advisory relationship with, discretion over, or trading authority for the underlying client accounts that invest pursuant to the Firm's models, and the Firm does not consider the individual circumstances of those underlying clients. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 4  CLIENT NEEDS AND RESTRICTIONS Separately Managed Accounts, Sub-Advisory Services and Non-Discretionary Accounts. Our investment advice is tailored to each client, as described above. BWM allows clients to impose reasonable restrictions on the management of the account. Reasonable restrictions, including special instructions and limitations, regarding the investment management of the account must be provided in writing and must be specific. Clients are responsible for notifying us of any updates regarding their financial situation, investment objectives, or risk tolerance and whether they wish to impose or modify any existing investment restrictions. WRAP FEE PROGRAMS BWM does not participate in any wrap fee programs. ASSETS UNDER MANAGEMENT As of December 31, 2025, the firm managed $86,312,463 assets under management on a discretionary basis and $8,927,979 on a non-discretionary basis. ITEM 5: FEES AND COMPENSATION FEE DESCRIPTION AND SCHEDULE Separately Managed Accounts. Investment management fees are agreed upon in writing prior to an engagement. Fees are billed quarterly in arrears. The fee will be equal to the agreed upon rate per annum (as set-forth in the investment advisory agreement with each client), multiplied by the average daily market value of the assets in the account(s) during the prior quarter. The market value of the assets is provided by the account(s)’ custodian. The market value will not be adjusted by any margin debit. Investment management fees may be negotiated and will vary due to certain factors, including but not limited to the number, type, and size of the account(s); the range and frequency of additional services provided to the client and account(s); the value of the assets under management for the client relationship; and/or as otherwise agreed with specific clients. Tiered Fee Schedule: Assets under Management $0 - $5,000,000 $5,000,000.01 - $10,000,000 $10,000,000.01 and higher Annual Fee 1.00% 0.75% 0.50% Please note, BWM may, in its sole and absolute discretion, waive or reduce the asset management fees for employees, family members, and affiliates of BWM. As a result, BWM may offer certain clients lower fees than other clients. Sub-Advisory Services. Separately Managed Accounts. The fee schedule for sub-advisory services through separately managed accounts is agreed upon by the unaffiliated registered investment adviser and BWM. These agreements will state the manner and amount that BWM will be compensated and is, generally, based upon the value of the assets being managed by BWM. Exchange-Traded Fund. BWM receives a management fee paid monthly in arrears calculated as a percentage of assets under management for investment advisory services provided to the ETF. The ETF’s management fee schedule is contained in the Prospectus and Statement of Additional Information. A BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 5  copy of the ETF’s offering document may be obtained on the website, www.bwmqualitygrowth.com, or upon request at ir@bwmqualitygrowth.com. Non-Discretionary Accounts. These accounts are provided as an accommodation for our clients, and in the sole and absolute discretion of BWM, are not charged a fee. Model Marketplaces. For model portfolio delivery arrangements described in Item 4, the Firm is compensated by the Model Marketplace at a negotiated rate, typically calculated as a percentage (in basis points) of the assets managed by financial advisors and allocated to the Firm's model portfolio recommendations. Fees are generally paid to the Firm by the Model Marketplace in arrears out of the fees the third party investment platform or the financial advisor charges the underlying client; the Firm does not bill the underlying client directly and does not receive any other compensation from the underlying client in connection with these arrangements. Fee rates are individually negotiated with each Model Marketplace and may vary based on asset level, the specific strategy delivered, and other factors. The Firm's model delivery fees are generally lower than the fees the Firm charges for discretionary separate account management, reflecting the more limited scope of services. FEE DEDUCTION Separately Managed Accounts and Sub-Advisory Services. Each client is expected to authorize BWM to instruct the custodian to deduct the firm’s fees from the client’s assets. In the manner directed by the custodian, BWM will submit its fees for deduction from each client’s account(s). The fees deducted are reported on the account statements provided by the custodian. Each client is responsible for verifying fee computations since custodians are not typically asked to perform this task. If you have questions about a specific fee calculation, please contact us. THIRD PARTY FEES AND EXPENSES Clients will also incur certain charges imposed by third parties (custodians, broker-dealers, platforms, and others) regarding investments made in the account(s). These commissions, fees and charges may include but are not limited to the following: brokerage commissions; transaction, exchange, trade away and clearing fees; account, wire, and electronic fund transfer fees; margin interest; custodial fees; administration and termination fees; and other costs and expenses. BWM may also invest client assets in mutual funds and traded funds. Clients bear the costs and expenses charged by these fund(s) to their shareholders, such as management and administrative fees, in addition to BWM’s advisory fees. These costs and expenses are set forth in the prospectuses for these investment funds. These investment funds will be included in calculating the value of the account(s) for purposes of computing BWM’s fees. Sub-Advisory Services - Exchange-Traded Fund. Investors in the ETF pay expenses in addition to investment management fees that generally include administration, organizational, research and investment expenses, such as legal, director, accounting, audit and other professional fees and expenses. These expenses are typically incorporated in the ETF’s share price or are allocated based on an investor’s pro-rata portion of the investment vehicle. For additional details regarding these fees and expenses, please refer to the ETF’s the Prospectus and Statement of Additional Information. For additional information regarding BWM’s brokerage practices, please refer to Item 12 of this Brochure. ADVANCE PAYMENT OF FEES AND TERMINATION Separately Managed Accounts. Fees are billed in arrears. Fees will be calculated based on the number of days the assets were in the account during the quarter. If the investment advisory agreement is terminated, a pro rata portion of the Management Fee, based on the number of days the assets were in the Account during the quarter, shall be due immediately to Adviser. However, if the client terminates the engagement within five business days of signing the Client Agreement, the client is entitled to a waiver of any pro-rated fees due to Adviser. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 6  Sub-Advisory Services. The fees for sub-advisory services through separately managed accounts are agreed upon by the unaffiliated registered investment adviser and BWM. These agreements will state the manner and amount that BWM will be compensated and is, generally, based upon the value of the assets being managed by BWM. COMPENSATION FOR THE SALE OF SECURITIES OR OTHER INVESTMENT PRODUCTS BWM and its officers, directors and employees do not receive compensation for the sale of securities or other investment products. ITEM 6: PERFORMANCE-BASED FEES AND SIDE-BY-SIDE MANAGEMENT BWM does not charge performance fees. ITEM 7: TYPES OF CLIENTS Separately Managed Accounts. We offer investment management services to individuals and high net worth clients, their trusts and estates, pension and profit-sharing plans, charitable organizations, other investment advisers, corporations, and other types of entities. A minimum account of $1,000,000 is required, although this is negotiable under certain circumstances. BWM will group certain related client accounts for the purpose of achieving the minimum account size and fee breakpoints. Sub-Advisory Services. Additionally, our portfolio management services are offered to unaffiliated registered investment advisers on a sub-advisory basis . These relationships are negotiated on a case-by-case basis. Model Marketplaces. The Firm provides non-discretionary model portfolio recommendations to third-party investment platforms and financial advisors utilizing the platforms. ITEM 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES AND RISK OF LOSS ANALYSIS AND INVESTMENT STRATEGY Separately Managed Accounts. The Focused Growth strategy (U.S. Traded Equities, Long-Only) is designed to be the core portion of a client’s equity exposure. Within the Focused Growth portfolio, we purchase high quality companies in attractive industries that possess long-term growth opportunities greater than that of the broader market. We want to own these businesses as long as these advantages persist, and long-term return projections remain attractive. Each investment is made with a 3-5 year time horizon in mind so that the favorable growth attributes of our portfolio companies are allowed to compound in a tax efficient manner. As a general rule, the Focused Growth strategy seeks to invest in companies that are disrupting existing and sometimes sluggish business models, businesses with network characteristics that are very difficult if not impossible to replicate, and businesses with predictable and recurring revenue streams. Stock selection and weightings are based on our internal estimates of risk-adjusted 3-year total return projections. Our 3-5 year holding period allows us to look beyond day-to-day market noise and focus on the long-term growth prospects of a company. The Focused Growth strategy provides clients with diversified equity exposure across numerous geographies and multiple sectors of the economy. The portfolio companies tend to be large-to-mega cap in size and would generally be classified as growth rather than value. We view risk more in terms of permanent impairment of capital and as such, the businesses we invest in tend to have strong balance sheets and typically generate substantial free cash flow. The Balanced Growth portfolio structure consists of our Focused Growth equity holdings alongside a diversified portfolio of high-quality corporate bonds. The portfolio has a long term target weighting of 60/40 equity to fixed income with the ability to adjust weightings in each asset class between 30% - 70% depending on market conditions. Utilizing the same extensive research process that underpins our Focused Growth portfolio, fixed BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 7  income holdings are sourced from the bond issuance of our existing Focused Growth portfolio as well as companies on our watch-list. The duration of the fixed income portfolio will generally be 2-10 years. Sub-Advisory Services. Separately Managed Accounts. Our portfolio management services are offered to unaffiliated registered investment advisers on a sub-advisory basis through separately managed accounts. These services will be offered in accordance with an agreement with the primary investment adviser. Exchange-Traded Fund. BWM acts as a discretionary sub-adviser to the BWM Quality Growth ETF (BWQG) an actively-managed exchange-traded fund (“ETF”). The ETF is managed using the Focused Growth strategy described above in the Separately Managed Account section, in accordance with the guidelines and restrictions set forth in the ETF’s Prospectus and Statement of Additional Information and all respective regulatory guidelines or limitations. RISKS BASED ON ANALYSIS, STRATEGY, OR SECURITY TYPE Some of the risks associated with BWM’s investment strategies, the securities and other assets utilized to implement those strategies, include, but are not limited to, those listed below. Investing in securities involves risk of loss that clients should be prepared to bear. BWM does not guarantee the future performance of an account or any specific level of performance, the success of any investment decision or strategy that BWM may use, or the success of BWM’s overall management. Clients understand that investment decisions made for the client’s account by BWM are subject to various market, currency, economic, political, and business risks, and that those investment decisions will not always be profitable. Equities Risk. The value of a client’s account may be affected by changes in equity positions. Equities (and stock markets generally) may experience significant short-term volatility and may fall or rise sharply at times. Adverse events in any part of the equity or fixed-income markets may have unexpected negative effects on other market segments. Different stock markets may behave differently from each other and U.S. stock markets may move in the opposite direction from one or more foreign stock markets. The prices of individual stocks generally do not all move in the same direction at the same time. However, individual stock prices tend to go up and down more dramatically than those of certain other types of investments, such as bonds. A variety of factors can negatively affect the price of a particular company’s stock. These factors may include, but are not limited to: poor earnings reports, a loss of customers, litigation against the company, general unfavorable performance of the company’s sector or industry, or changes in government regulations affecting the company or its industry. Concentration Risk. To the extent a client account concentrates its investments by investing a significant portion of its assets in the securities of a single issuer, industry, sector, country or region, the overall adverse impact on the client of adverse developments in the business of such issuer, such industry or such government could be considerably greater than if they did not concentrate their investments to such an extent. Margin Trading & Leverage Risk. Margin trading allows exposure to a given quantity of an underlying asset for a fraction of the investment needed to purchase that quantity outright. Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. The responsibility to repay the loan as required by its terms remains the same even if the value of the segregated fund declines. Using leverage will lead to larger profits and losses than if purchasing the security outright using cash. Credit Risk. A client could lose money if the issuer or guarantor of a fixed income security is unable or unwilling to meet its financial obligations. Interest Rate Risk. Fixed income securities will decline in value because of an increase in interest rates; a bond or a fixed income fund with a longer duration will be more sensitive to changes in interest rates than a bond or bond fund with a shorter duration. Investment Company Risk. To the extent a client account invests in ETFs, mutual funds or other investment companies, its performance will be affected by the performance of those investment companies. These BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 8  investments are subject to the risks of the investment companies' investments and expenses. The client account may receive distributions of taxable gains from portfolio transactions by the investment company and may recognize taxable gains from transactions in shares of that investment company, which would be taxable when distributed. Issuer-Specific Risk. The value of an individual security or particular type of security can be more volatile than the market as a whole and can perform differently from the value of the market as a whole. Market Risk. The value of securities owned by a client may go up or down, sometimes rapidly or unpredictably, due to factors affecting securities markets generally or particular industries. Sector Risk. To the extent a client account invests more heavily in particular sectors, industries, or sub-sectors of the market, its performance will be especially sensitive to developments that significantly affect those sectors, industries, or subsectors. An individual sector, industry, or sub-sector of the market may be more volatile, and may perform differently, than the broader market. The several industries that constitute a sector may all react in the same way to economic, political or regulatory events. A client account's performance could be affected if the sectors, industries, or sub-sectors do not perform as expected. Alternatively, the lack of exposure to one or more sectors or industries may adversely affect performance. Reliance on Key Person. BWM will be substantially dependent on the services of Kenneth M. Burke, (“Principal”). In the event of the death, disability, departure or insolvency of the Principal, or the complete transfer of the Principal’s interest in BWM, the business of BWM could be adversely affected. The Principal will devote such time and effort as he deems necessary for the management and administration of BWM’s business. Cybersecurity and Technology Risks. We rely on technology systems, including systems maintained by BWM and third-party service providers, to conduct our business and provide services to clients. As a result, we are subject to operational and information security risks. Cybersecurity incidents may include unauthorized access to systems or data, ransomware attacks, denial-of-service attacks, business email compromise, data corruption, or other events that disrupt normal operations. These incidents may occur at our firm or at third parties with whom we conduct business, including custodians, third-party investment advisers, counterparties, financial institutions, exchanges, regulators, and other service providers. A cybersecurity incident could result in: Temporary or extended disruption of our operations • Inability to access client accounts or complete transactions • Loss, theft, corruption, or unauthorized disclosure of confidential information • Financial losses • • Regulatory investigations, fines, or penalties • Reputational harm Increased compliance or remediation costs • Although we maintain policies, procedures, and controls designed to reduce cybersecurity risk and to detect and respond to incidents, these measures may not be effective in all circumstances. Cybersecurity threats are continually evolving, and there can be no assurance that we or our service providers will not experience future incidents that could materially affect our operations or clients. Data Management and Information Security Risks. Our services depend on the accurate, timely, and complete processing of data. This includes the collection, transmission, storage, and protection of personal and financial information. Failures in data management processes may occur due to human error, system limitations, technical failures, process weaknesses, or control deficiencies. Inaccurate, incomplete, delayed, or compromised data could adversely affect our ability to provide services, satisfy regulatory obligations, or maintain effective internal controls. Such failures could result in operational losses, regulatory exposure, or reputational damage. Risks Related to the Use of Artificial Intelligence and Advanced Technologies. We use tools and systems that incorporate artificial intelligence (AI), machine learning, predictive analytics, or other data science technologies. Some of these tools may be developed or maintained by third parties. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 9  AI and similar technologies are complex and may produce inaccurate, incomplete, biased, or unreliable outputs. These tools rely on underlying data and algorithms, which may contain errors or limitations. If the data used by these systems is corrupted, incomplete, unavailable, or reformatted, the systems’ performance may be adversely affected. We may have limited ability to independently verify the accuracy or completeness of certain third-party AI tools. The legal and regulatory framework governing the use of AI technologies is evolving and uncertain. Future regulatory developments may require changes to our practices, increase compliance costs, or create additional regulatory risk. In addition, the use of advanced technologies, including AI, may increase exposure to cybersecurity risks. These technologies may be vulnerable to manipulation or attack and may also enable more automated or targeted cyber threats. Exchange Traded Funds’ (“ETFs”) Risks. ETFs are traded on stock exchanges or on the over-the-counter market. An investment in an ETF generally presents the same primary risks as an investment in a conventional mutual fund that has the same investment objectives, strategies, and policies. The price of an ETF can fluctuate up or down, and a client account could lose money investing in an ETF if the prices of the securities owned by the ETF go down. In addition, ETFs are subject to the following risks that do not apply to conventional mutual funds: The market price of an ETFs shares may trade above or below their net asset value; • • An active trading market for an ETF’s shares may not develop or be maintained; or • Trading of ETFs shares may be halted if the listing exchange’s officials deem such action appropriate, the shares are delisted from the exchange, or the activation of market-wide “circuit breakers” (which are tied to large decreases in stock prices) halts stock trading generally. ITEM 9: DISCIPLINARY INFORMATION Investment advisers are required to disclose all material facts regarding any legal or disciplinary events that are material to a client’s evaluation of the adviser or the integrity of the adviser’s management. We have no information to disclose. ITEM 10: OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS RELATIONSHIP WITH A FIRM REGULATED BY FINRA BWM has no relationships to disclose. RELATIONSHIP WITH A FIRM REGULATED BY THE CFTC BWM has no relationships to disclose. OTHER RELATIONSHIP – CONFLICTS OF INTEREST BWM employees have personal investments in Focused Growth. While this operates to align, to some extent, the interests of the employees with the firm’s investment strategies, it also creates a potential conflict of interest to favor employees’ investments over clients or employees could have economic interests which compete with their investments. To mitigate this conflict, all employees are bound by BWM’s Code of Ethics which is discussed further in Item 11 below. REFERRAL FEES FROM OTHER INVESTMENT ADVISERS The firm does not receive referral fees. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 10  ITEM 11: CODE OF ETHICS, PARTICIPATION OR INTEREST IN CLIENT TRANSACTIONS AND PERSONAL TRADING CODE OF ETHICS BWM’s Code of Ethics (“Code”) has been designed to comply with the requirements of Rule 204A-1 of the Investment Advisers Act of 1940. Among other things, the Code (i) requires that all employees comply with applicable federal and state securities laws, (ii) requires that access persons submit to BWM reports containing their personal securities holdings and transactions in reportable securities, and that BWM review such reports, (iii) requires access persons to obtain pre-approval of certain personal investments; and (iv) contains policies and procedures designed to prevent the misuse of material, non-public information. All personnel of BWM are required to certify their compliance with the Code of Ethics. BWM will provide a copy of its Code of Ethics to a client or prospective client upon request. MATERIAL FINANCIAL INTEREST IN SECURITIES BWM has no material financial interest in securities. SAME SECURITIES Access persons are permitted to invest in their personal trading accounts, subject to certain restrictions, and may invest in the same or in related securities as the clients of BWM, including doing so at or about the same time as a BWM client transaction is entered. BWM manages the conflicts of interest inherent in employee personal trading by enforcement of its Code of Ethics, which contains pre-clearance and reporting guidelines. Specifically, BWM’s Code requires access persons of BWM to obtain prior written approval from BWM’s Chief Compliance Officer before engaging in certain transactions in their personal accounts. The Chief Compliance Officer may only approve the transaction if he concludes that the transaction would comply with the provisions of the Code and is not likely to have any adverse economic impact on clients. The Chief Compliance Officer reviews each access person’s personal transaction reports to make sure each access person is conducting his or her personal securities transactions in a manner that is consistent with the Code. CONCURRENT SECURITIES TRANSACTIONS Please refer to Items 11.A, 11.B, and 11.C. ITEM 12: BROKERAGE PRACTICES SELECTING AND RECOMMENDING BROKER-DEALERS We recommend that our clients use third party registered broker-dealers, members FINRA/SIPC, as qualified custodians (“custodians”). BWM is independently owned and operated and is not affiliated with our custodians. The custodians will hold client assets in a brokerage account. While we recommend that you use certain firms as your custodian, you will decide whether to do so and will open your account with them by entering into an account agreement directly with them. We do not open the account for you, although we may assist you in doing so. Generally, we will execute transactions through your custodian. However, in accordance with our duty of best execution, we may use other brokers to execute trades for your account as described below. We seek to recommend custodians/brokers that will hold your assets and execute transactions on terms that are, overall, most advantageous when compared with other available providers and their services. We consider a wide range of factors. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 11  For our clients’ accounts that the custodians maintain, the custodians are compensated by charging commissions or other fees on trades that they execute or that settle into your custodial account. In addition to commissions, the custodians may charge a flat dollar amount as a “prime broker” or “trade away” fee for each trade that is executed by a different broker-dealer but where the securities bought or the funds from the securities sold are deposited (settled) into your custodial account. These fees are in addition to the commissions or other compensation you pay the executing broker-dealer. 1. RESEARCH AND SOFT DOLLAR BENEFITS The term “soft dollars” refers generally to the practice by investment advisers of paying for research and brokerage services using brokerage commissions generated by the execution of trades for their clients’ accounts. BWM has no formal soft dollar relationships with the custodians/brokers that we recommend. However, we do receive research and other products or services from the custodians/brokers that we recommend. Our custodians/brokers provide us with access to their institutional trading and custody services, which are typically not available to retail investors. These services generally are available to independent investment advisors at no charge to them so long as the independent investment advisors maintain a minimum amount of assets with the custodian. Services that we may receive include, but are not necessarily limited to: receipt of duplicate client confirmations and bundled duplicate statements; access to a trading desk; access to block trading which provides the ability to aggregate securities transactions and allocate the appropriate shares to client accounts; the ability to have investment advisory fees deducted directly from client accounts; access to an electronic communications network for client order entry and account information; and access to mutual funds that generally require significantly higher minimum initial investments or are generally only available to institutional investors. Our custodians/brokers also make available to us other products and services that benefit our firm but may not benefit clients' accounts. Some of these other products and services assist us in managing and administering clients' accounts. These include software and other technology that provide access to client account data (such as trade confirmation and account statements); provide research, pricing information and other market data; facilitate payment of the firm’s fees from its clients' accounts; and assist with back office functions; record keeping and client reporting. Many of these services generally may be used to service all or a substantial number of our accounts, including accounts not maintained at a recommended custodian. We also receive other services intended to help our firm manage and further develop our business enterprise. These services may include consulting, publications and conferences on practice management, information technology, business succession, regulatory compliance, and marketing. Our recommendation that you maintain your assets in accounts at our custodians/brokers may be based in part on the benefit to us in the availability of some of the foregoing products and services and not solely on the nature, cost or quality of custody and brokerage services provided. This creates a conflict of interest. 2. BROKERAGE FOR CLIENT REFERRALS BWM does not receive client referrals from broker-dealers. 3. DIRECTED BROKERAGE BWM does not allow clients to direct execution of transactions through a specified broker dealer. AGGREGATING ORDERS To secure certain efficiencies and results with respect to execution, clearance, and settlement of orders, BWM in its sole discretion may elect to combine or “bunch” (also known as a block trade) an order entered for clients with orders entered for the same security for other clients of BWM. The average execution price at BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 12  which a security is bought or sold may be assigned for the clients involved in a transaction when a bunched order is executed in parts at different prices, or when two or more separate orders for the same security are entered at approximately the same time and are executed at different prices. If a bunched order is not executed in its entirety a client may buy or sell less of a security than if the order was not bunched. Similarly, when price averaging is used some clients will get a better price and some clients will get a worse price than they would have received if price averaging was not used. BWM will act in a manner it believes is equitable for its clients as a group when bunching and price averaging. The overarching principle is that no client is intentionally favored over another client that is similarly situated. ITEM 13: REVIEW OF ACCOUNTS PERIODIC ACCOUNT REVIEW Accounts are reviewed ongoingly by our chief investment officer and/or chief compliance officer to ensure that the holdings continue to align with the strategies’ investment philosophy and to make sure that the accounts are consistent with the client’s financial profile and investment objectives. NON-PERIODIC ACCOUNT REVIEW Non-periodic account reviews can be triggered or intensified by unexpected performance, shifting market conditions, in-flows/out-flows, or changing client preferences or circumstances. REPORTING Separately Managed Accounts and Non-Discretionary Accounts. In addition to the statements provided by the custodians, on a quarterly basis, BWM provides clients with reports about their accounts. We urge clients to compare the custodian’s account statements to these reports from BWM. ITEM 14: CLIENT REFERRALS AND OTHER COMPENSATION ECONOMIC BENEFIT See – Item 12: Brokerage Practices. REFERRALS BWM is required to disclose any direct or indirect compensation that it provides for client referrals. In the event a client is introduced to BWM by an unaffiliated promoter, BWM will pay that promoter a referral fee in accordance with the requirements of Rule 206(4)-1 of the Advisers Act and any corresponding state securities law requirements. Generally, the promoter is paid a portion of the management fee due to this relationship. The client’s fees are not increased by this arrangement. When the client is introduced to BWM by an unaffiliated promoter, the promoter will provide the client with a copy of BWM’s written disclosure brochure which meets the requirements of Rule 204-1 of the Advisers Act and a disclosure containing the terms and conditions of the arrangement including the promoter’s compensation. ITEM 15: CUSTODY Separately Managed Accounts We are deemed to have custody of a client’s cash and securities to the extent that we have the authority to deduct advisory fees directly from clients’ accounts. We do not intend to have physical possession of the cash or securities in client accounts at any time. In general, all cash and securities owned by clients will be held by one or more qualified custodians that are selected by such clients pursuant to separate custody or other agreements. Clients will receive account statements directly from the account’s custodian at least quarterly, but more likely monthly. Statements will be sent to the email or postal mailing address that the client provided to the custodian. Clients should review those statements promptly upon receipt. We also urge clients to compare the custodian’s account statements to the periodic reports received from BWM. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 13  ITEM 16: INVESTMENT DISCRETION Discretionary. BWM manages accounts on a discretionary basis. When discretion is given in writing we will have authority over the types of financial instruments to be bought or sold, as well as the amount to be bought or sold on behalf of our clients (without consulting them about the transaction) (subject to any restrictions and limitations set forth in writing in the account documents). We will also have the authority to determine the broker-dealer or other counterparty to be used for transactions and the negotiation of commission rates and other consideration to be paid by clients. Discretion is to be exercised in a manner consistent with client’s financial profile and investment objectives for the account. Non-Discretionary Accounts. Upon request from a client, BWM may assist in opening and administering non- discretionary accounts. These accounts are provided as an accommodation for clients. When we are hired to provide non-discretionary services, BWM will make recommendations but the ultimate decision to buy or sell a security will be made by the client. ITEM 17: VOTING CLIENT SECURITIES Clients retain the right and responsibility for voting proxies for all securities maintained in client accounts. As a matter of firm policy and practice, BWM does not accept authority to and does not vote proxies on behalf of advisory clients. Clients will receive their proxies or other solicitations directly from their custodian. Clients may contact BWM with questions about a solicitation. Clients agree that BWM will not advise or act for them in any legal proceedings, including bankruptcies or class actions, involving securities held or previously held by the client. ITEM 18: FINANCIAL INFORMATION BWM does not require or solicit the prepayment of more than $1,200 in fees six months or more in advance. BWM is not currently aware of any financial condition that is reasonably likely to impair its ability to meet its contractual commitments to clients. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2A | Page| 14  ITEM 1: COVER PAGE – BROCHURE SUPPLEMENT – FORM ADV 2B BURKE WEALTH MANAGEMENT, LLC 3355 W Alabama St Suite 910 Houston, TX 77098 Phone: 713-933-5402 www.burkewealthmanagement.com April 22, 2026 Kenneth Burke Jr CRD# 2923762 The brochure supplement provides information about Kenneth Michael Burke Jr. that supplements the Burke Wealth Management, LLC (CRD #: 305840) brochure. You should have received a copy of that brochure. Please contact Charles Ward if you did not receive Burke Wealth Management, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Kenneth Michael Burke Jr. is available on the SEC’s website at www.adviserinfo.sec.gov. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2B | Page| 15  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE Kenneth Michael Burke Jr. born 1974 Education: Master of Business Administration 2001 The University of Texas McCombs School of Business Vanderbilt University 1997 Bachelor of Arts in Mathematics and Economics Business Background: Burke Wealth Management, LLC – Managing Member 2019-Present 2018-2019 Doliver Advisors, L.P. – Chief Investment Officer Focused Growth Strategy Sarofim Fayez & Co. – Associate/Principal/Vice President 2001-2018 ITEM 3: DISCIPLINARY INFORMATION Mr. Burke has nothing to disclose regarding any legal or disciplinary events material to a client’s evaluation of her integrity. ITEM 4: OTHER BUSINESS ACTIVITIES Mr. Burke has nothing to disclose regarding other business activities. ITEM 5: ADDITIONAL COMPENSATION Except as otherwise described in Item 12 of the brochure, Mr. Burke does not expect to receive any economic benefit from any non-advisory client for providing investment advice or other advisory services to our clients. ITEM 6: SUPERVISION information Mr. Burke is the managing member for BWM. His activities are supervised by the Chief Compliance Officer, Charles is in accordance with our policies and procedures. Mr. Ward’s contact Keithley Ward, cward@burkewealthmanagement.com and 713-385-1441. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2B | Page| 16  ITEM 1: COVER PAGE – BROCHURE SUPPLEMENT – FORM ADV 2B BURKE WEALTH MANAGEMENT, LLC 3355 W Alabama St Suite 910 Houston, TX 77098 Phone: 713-385-1441 www.burkewealthmanagement.com April 22, 2026 Charles Ward CRD# 4632946 The brochure supplement provides information about Charles Ward that supplements the Burke Wealth Management, LLC (CRD #: 305840) brochure. You should have received a copy of that brochure. Please contact Charles Ward if you did not receive Burke Wealth Management, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Charles Ward is available on the SEC’s website at www.adviserinfo.sec.gov. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2B | Page| 17  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE Charles Keithley Ward born 1978 Education: B.A. Economics 2002 The University of Texas at Austin Business Background: Burke Wealth Management, LLC – CCO/COO 2019-Present Doliver Advisors, LP – CCO/COO 2016-2020 ITEM 3: DISCIPLINARY INFORMATION Mr. Ward has nothing to disclose regarding any legal or disciplinary events material to a client’s evaluation of her integrity. ITEM 4: OTHER BUSINESS ACTIVITIES Mr. Ward has nothing to disclose regarding other business activities. ITEM 5: ADDITIONAL COMPENSATION Except as otherwise described in Item 12 of the brochure, Mr. Ward does not expect to receive any economic benefit from any non-advisory client for providing investment advice or other advisory services to our clients. ITEM 6: SUPERVISION Mr. Ward is the Chief Compliance Officer and Chief Operating Officer for BWM. His activities are supervised by Kenneth Burke Jr., the managing member, in accordance with our policies and procedures. Mr. Burke’s contact information is kburke@burkewealthmanagement.com and 713-933-5402. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2B | Page| 18  ITEM 1: COVER PAGE – BROCHURE SUPPLEMENT – FORM ADV 2B BURKE WEALTH MANAGEMENT, LLC 3355 W Alabama St Suite 910 Houston, TX 77098 Phone: 713-385-1441 www.burkewealthmanagement.com April 22, 2026 Christopher Winters CRD# 6611671 The brochure supplement provides information about Christopher Winters that supplements the Burke Wealth Management, LLC (CRD #: 305840) brochure. You should have received a copy of that brochure. Please contact Charles Ward if you did not receive Burke Wealth Management, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Christopher Winters is available on the SEC’s website at www.adviserinfo.sec.gov. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2B | Page| 19  ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE Christopher Winters born 1991 Education: Wake Forest University B.A. Economics 2014 Business Background: Burke Wealth Management 2024-Present J.P. Morgan Private Bank 2019-2024 ITEM 3: DISCIPLINARY INFORMATION Mr. Winters has nothing to disclose regarding any legal or disciplinary events material to a client’s evaluation of her integrity. ITEM 4: OTHER BUSINESS ACTIVITIES Mr. Winters has nothing to disclose regarding other business activities. ITEM 5: ADDITIONAL COMPENSATION Except as otherwise described in Item 12 of the brochure, Mr. Winters does not expect to receive any economic benefit from any non-advisory client for providing investment advice or other advisory services to our clients. ITEM 6: SUPERVISION Mr. Winters is the Vice President for BWM. His activities are supervised by Charles Keithley Ward, the Chief Compliance Officer, in accordance with our policies and procedures. Mr. Ward’s contact information is cward@burkewealthmanagement.com and 713-385-1441. BURKE WEALTH MANAGEMENT, LLC | Form ADV 2B | Page| 20