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Burling Wealth Partners, LLC

● SEC registered since 2024CRD 332198SEC# 801-130889Chicago, IL
Export (members)
Reg. AUM
$768M
Employees
8
Accounts
642
Location
Chicago, IL

Burling Wealth Partners, LLC assets under management

Burling Wealth Partners, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2024. It reports $768 million in regulatory assets under management and employs 8 people.

Burling Wealth Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Bwp Irrevocable Trust ControlMemberOver 75%2025
James Russell HadawayChief Compliance OfficerUnder 5%2024
Mark Earl Resnik ControlMember And Managing DirectorUnder 5%2024
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Frequently asked questions

How much does Burling Wealth Partners, LLC manage?

Burling Wealth Partners, LLC reports $768 million in regulatory assets under management on its Form ADV.

How many employees does Burling Wealth Partners, LLC have?

Burling Wealth Partners, LLC reports 8 employees.

Where is Burling Wealth Partners, LLC located?

Burling Wealth Partners, LLC is based in Chicago, IL and has been SEC-registered since 2024.

Does Burling Wealth Partners, LLC disclose fund performance?

Burling Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne South Wacker Drive, Suite 2150, Chicago, IL 60606
Phone1-312-825-0262
Office hours8:30 To 5:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$767.2M
Non-discretionary$708K
Total (RAUM)$768M