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BURLINGAME WEALTH MANAGEMENT, LLC
CRD 300041
345 LORTON AVE., SUITE 201, BURLINGAME, CA, 94010, United States
Phone
6505972400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$117.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; FEES PAID BY LPG CAPITAL PARTNERS LP AS DESCRIBED IN ADV PART 2
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $117.1M |
All web addresses on file
Official SEC filing: View on IAPD