Data / Investment advisers / Texas / Burke Wealth Management, LLC
Burke Wealth Management, LLC, Houston, TX: $95.2 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Burke Wealth Management, LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $95.2 million in regulatory assets under management in its Form ADV filed August 19, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 305840
- SEC file number
- 801-135768
- SEC status
- Approved, effective April 6, 2026
- Main office
- 3355 W Alabama St Suite 910, Houston, TX 77098
- Phone
- (713) 933-5402
- Website
- burkewealthmanagement.com
- Regulatory AUM
- $95,240,442 in the Form ADV filed August 19, 2026
- Discretionary AUM
- $86,312,463
- Non discretionary AUM
- $8,927,979
- Accounts
- 128
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $82.3 million |
| Pooled investment vehicles | 1 | $8.1 million |
| Individuals (other than high net worth individuals) | 17 | $4.8 million |
| Investment companies | 1 | Not listed |
| Other investment advisers | 1 | Not listed |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Integra Wealth Advisors, LLC | Houston | $117.3 million | Not listed | adviserinfo.sec.gov |
| Third Gear Capital Management LP | Houston | $115.7 million | 1 | adviserinfo.sec.gov |
| Finamex Asset Management, LLC | Houston | $113.9 million | Not listed | adviserinfo.sec.gov |
| Catalyst Wealth Management LLC | Houston | $105 million | Not listed | adviserinfo.sec.gov |
| CAZ GP Stakes Adviser LLC | Houston | $99 million | Not listed | adviserinfo.sec.gov |
| Mercury Fund | Houston | Not listed | 45 | adviserinfo.sec.gov |
| Sagestreet | Houston | Not listed | 44 | adviserinfo.sec.gov |
| 922 Ventures | Houston | Not listed | 28 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Burke Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.