Burkholder Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 25, 2026, reports $380M in regulatory assets under management, 8 employees, 1 office, and 920 accounts.
Assets Under Management
$380M
Employees
8
Offices
1 office
Total Clients
268
Primary office
TULSA, OK
5014 E 101ST STREET, SUITE 200, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.7% of total clients.
Top client categories% of clientsClients
1
HNWI
56.7%
152
2
Individuals
42.5%
114
3
Pension Plans
0.4%
1
4
Charitable
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$380Mas of March 25, 2026
Discretionary100.0%
$380M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$380M
Total Accounts920
10Y AUM Change+$266M (+232.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee34:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.