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BURKHOLDER WEALTH MANAGEMENT
BURK HOLDINGS LLC
CRD 305300 · SEC 801-128555
5014 E 101ST STREET, SUITE 200, TULSA, OK, 74137, United States
Phone
918-727-7100
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$379.9M
Discretionary AUM
$379.9M
Team
8 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $28.8M |
| High net worth individuals | 152 | $346.8M |
| Pension/profit sharing plans | 1 | $769K |
| Charitable organizations | 1 | $3.4M |
States served
AR, CA, LA, OK, TX
All web addresses on file
- https://www.facebook.com/burkholderwm/
- https://www.instagram.com/burkwm/
- http://www.burkholderwm.com
- https://www.linkedin.com/company/burkholderwm/
- https://www.youtube.com/channel/UCtyVuGdAo6Ma7Q15i01Jfxw
- https://www.signal-wealth.com/
- https://www.facebook.com/profile.php?id=61564761596630
- https://www.linkedin.com/company/signal-wealth-advisors/?viewAsMember=true
- https://revivegroupok.com/
- https://www.instagram.com/signalwealthadvisors/
- https://www.youtube.com/@SignalWealthAdvisors
Official SEC filing: View on IAPD