HOUSTON, TXCRD 305840Registration Status: ApprovedEffective since April 6, 2026Latest ADV July 28, 2026
Burke Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated July 28, 2026, reports $95M in regulatory assets under management, 3 employees, and 128 accounts.
Assets Under Management
$95M
Employees
3
Offices
--
Total Clients
74
Primary office
HOUSTON, TX
3355 W ALABAMA ST, SUITE 910, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.0% of total clients.
Top client categories% of clientsClients
1
HNWI
73.0%
54
2
Individuals
23.0%
17
3
Investment Cos.
1.4%
1
4
Pooled Investment Vehicles
1.4%
1
5
Other Advisers
1.4%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$95Mas of July 28, 2026
Discretionary90.6%
$86M
91% of total RAUM90.6%
Non-discretionary9.4%
$9M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$95M
Total Accounts128
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee25:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.