SourcingSourcing

BURKE WEALTH MANAGEMENT, LLC

C47
CRD 305840·SEC 801-135768·HOUSTON, TX
AUM
$95.2M
$25M-$100M
Est. Revenue
$952K
@ 1% on AUM
Est. EBITDA
$286K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BURKE WEALTH MANAGEMENT, LLC
CRD
305840
SEC file #
801-135768
EIN
—
DBA names
—

Economics

AUM
$95.2M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Individuals High Net Worth54
Individuals Other17
Investment Companies1
Pooled Investment Vehicles1
Other Investment Advisers1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
burkewealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURKE, KENNETH, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BURKE, KENNETH, MICHAEL
WARD, CHARLES, KEITHLEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BURKEWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2019-08-30T20:05:58Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-08-30T20:05:58Z
Rdap Domain Last Changed
2026-03-26T23:04:24Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2923762
Trust Company Affiliate
No

People (5)

5
BURKE, KENNETH, MICHAEL
IAR · Direct Owner · 87.5%
2923762
WARD, CHARLES, KEITHLEY
IAR · Executive Officer · 2.5%
4632946
Alexander Baker
IAR
7853497
Christopher W. Winters
IAR
6611671
DE ANN DERBONNE
IAR
5213237