Overview
Assets Under Management: $380 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 152
Average Client Assets: $2.3 million
Frequently Asked Questions
BURKHOLDER WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305300), BURKHOLDER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BURKHOLDER WEALTH MANAGEMENT is headquartered in TULSA, OK.
BURKHOLDER WEALTH MANAGEMENT serves 152 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, BURKHOLDER WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BURKHOLDER WEALTH MANAGEMENT manages $380 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, BURKHOLDER WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 152
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.31%
Average Client Assets: $2.3 million
Total Client Accounts: 920
Discretionary Accounts: 920
Regulatory Filings
CRD Number: 305300
Filing ID: 2070907
Last Filing Date: 2026-03-25 10:00:56