| Name | Title | Ownership | Since |
|---|---|---|---|
| Burke & Herbert Financial Services Corp. Control | Owner | Over 75% | 2025 |
| James Quintin Mullins Control | Chief Compliance Officer, Senior Vice President | Under 5% | 2025 |
| Shannon Barrow Rowan Control | President | Under 5% | 2025 |
Burke & Herbert Wealth Services, LLC reports $156.1 million in regulatory assets under management on its Form ADV.
Burke & Herbert Wealth Services, LLC reports 4 employees.
Burke & Herbert Wealth Services, LLC is based in Alexandria, VA and has been SEC-registered since 2026.
Burke & Herbert Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 S. Fairfax Street, Alexandria, VA 22314 |
| Phone | (703) 518 - 8361 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $153.4M |
| Non-discretionary | $2.6M |
| Total (RAUM) | $156.1M |