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MUSTARD SEED FINANCIAL
BURKS WEALTH MANAGEMENT, INC.
CRD 120514
501 S. MAIN STREET, MERIDIAN, ID, 83642, United States
Phone
208-899-8389
Fax
208-899-8387
Registration
— (—)
Source
State registered
Total AUM
$109.3M
Discretionary AUM
$87.2M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; ONE-TIME CONSULTING/PLACEMENT FEES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING ON DSTS AND OPPORTUNITY ZONES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 297 | $36.7M |
| High net worth individuals | 49 | $47.0M |
| Charitable organizations | 1 | $3.1M |
| Corporations/business entities | 13 | $22.5M |
All web addresses on file
Official SEC filing: View on IAPD