| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Keithley Ward Control | Chief Compliance Officer | Under 5% | 2019 |
| Kenneth Michael Burke Control | Managing Member | Over 75% | 2019 |
Burke Wealth Management, LLC reports $95.2 million in regulatory assets under management on its Form ADV.
Burke Wealth Management, LLC reports 3 employees.
Burke Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2026.
Burke Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3355 W Alabama St, Suite 910, Houston, TX 77098 |
| Phone | 713-933-5402 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $86.3M |
| Non-discretionary | $8.9M |
| Total (RAUM) | $95.2M |