Burkholder Wealth Management
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 305300
- Registered since
- August 11, 2023
- Website
- burkholderwm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.31%
- Individuals7.59%
- Charitable Organizations0.9%
- Pension & Profit Sharing Plans0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Burkholder Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (2023) and serves both individual & family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include a percentage of assets under management, hourly billing, and fixed fees. The firm is not structured as a capital allocator and does not identify as an active ESG investor. Industry relationships noted in filings include affiliations with a law firm and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 175Active vs passive
$251M in ETFs
10%
$24.6M
90%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $24.6M | 659,347 | 9.78% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 5014 E 101st St
- Time zone
- CT (UTC-6)
- Office locations
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