BURLING WEALTH PARTNERS, LLC

CRD

332198

SEC file #

801-130889

EIN

993522672

DBA names

Burling Wealth Partners

Economics

AUM

$1.00B

AUM band

$1B+

AUM trajectory

'25 · $768.0M

'26 · $1.00B

'25'26

$768.0M → $1.00B▲ +31%

sec adv history

Client mix

Individuals High Net Worth	183
Individuals Other	67
Pension Profit Sharing Plans	2
Charitable Organizations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 7 advisors

'26 · 7 advisors

'25'26

7 advisors → 7 advisors▬ 0%

sec adv history

Primary office

CHICAGO IL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

burlingwp.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BWP IRREVOCABLE TRUST

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BWP IRREVOCABLE TRUST

RESNIK, STEVEN, ROSS

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BURLINGWP.COM

Rdap Domain Creation Date

2024-06-07T21:41:18Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002054946

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-14

Edgar Last Filing Date

2026-05-08

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-08

Accession0001765380-26-000191

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

ONE SOUTH WACKER DRIVESUITE 2150CHICAGO, IL 60606

Business

ONE SOUTH WACKER DRIVESUITE 2150CHICAGO, IL 60606

Edgar EIN

993522672

Edgar Recent Filings

13F-HR2026-05-08 · 0001765380-26-000191

13F-HR2026-02-06 · 0001765380-26-000069

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-06-07T21:41:18Z

Rdap Domain Last Changed

2026-05-08T06:53:47Z

Rdap Nameservers

Dns1.registrar-servers.comDns2.registrar-servers.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate