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, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as institutional clients, and its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. It charges clients through a mix of asset-based fees, hourly rates, and fixed-fee arrangements. Although not classified as a capital allocator, Burkholder Wealth Management maintains industry relationships with a law firm and an insurance company and identifies itself as an active manager of client portfolios rather than an ESG-focused firm. The adviser was registered with the SEC in 2023 and is not listed as a multi-state adviser in the profile data.
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
1 of 1ERIC BURKHOLDER
Founder & CEOCRD 6013679
Contacts
3 of 6MICHAEL TILLMAN
Financial AdvisorCRD 4899030
CARLI SMITH
Investment Adviser RepresentativeCRD 6227715
Valentin Tranier
Associate AdvisorCRD 8049101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 204Active vs passive
$218M in ETFs
12%
$25.5M
88%
$192M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $22.2M | 623,472 | 10.17% |
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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