Burdick Wealth Management, LLC

Overview

Burdick Wealth Management, LLC is a small, fee-based advisory firm focused on portfolio management for individuals, families, small businesses and institutions. The firm charges a percentage of assets under management and manages both discretionary and non-discretionary mandates, with the majority of client relationships run on a discretionary basis. Its public-market allocation is centered on pooled vehicles—mutual funds and public funds—while the firm supplements core holdings with outside alternative managers across several strategy types. The firm is not marked as an active ESG investor and operates as a single-office practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices