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BURRIS WEALTH MANAGEMENT, INC.
CRD 171049
15286 N 144TH AVE, SURPRISE, AZ, 85379, United States
Phone
623-776-5567
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.6M
Discretionary AUM
$11.6M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-01-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $11.6M |
Official SEC filing: View on IAPD