Wealth Manager
    SEC Registered
    Manages Private Funds

    Burkholder Wealth Management

    Registered investment advisor · Tulsa, Oklahoma · CRD #305300

    Assets Under Management
    $380M
    Client Accounts
    920
    Employees
    8
    CRD Number
    305300
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Burkholder Wealth Management

    Burkholder Wealth Management is a SEC-registered investment advisory firm headquartered in Tulsa, Oklahoma, managing approximately $380M in regulatory assets across 920 client accounts. The firm's full regulatory record is filed with the SEC under CRD #305300.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Burkholder Wealth Management's AUM?

    Burkholder Wealth Management reports approximately $380M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Burkholder Wealth Management headquartered?

    Burkholder Wealth Management is headquartered in Tulsa, Oklahoma.

    What is Burkholder Wealth Management's CRD number?

    Burkholder Wealth Management's CRD number is 305300. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Burkholder Wealth Management manage?

    Burkholder Wealth Management manages approximately 920 client accounts according to its latest SEC filing.

    Is Burkholder Wealth Management SEC registered?

    Yes, Burkholder Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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