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BURLING WEALTH PARTNERS

BURLING WEALTH PARTNERS, LLC

CRD 332198 · SEC 801-130889

Visit website

ONE SOUTH WACKER DRIVE, SUITE 2150, CHICAGO, IL, 60606, United States

Phone

1-312-825-0262

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.00B

Discretionary AUM

$1.00B

Team

8 total employees; 7 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals67$20.9M
High net worth individuals183$977.2M
Pension/profit sharing plans2$4.1M
Charitable organizations1$2.5M

States served

AZ, CA, CO, IL, OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD