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 a limited liability company and registered with the SEC in 2023. The firm serves both individuals and families as well as institutional clients and offers comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The adviser is not positioned as a capital allocator; instead it uses third-party managers for alternative exposures and relies heavily on exchange-traded products for liquid equity exposure. The firm does not identify as an active ESG investor.
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 1
Eric Burkholder
Founder & CEOCRD 6013679
Contacts
3 of 6
Joseph Hanson
Estate PlannerCRD 7151817
Carli Smith
Investment Adviser RepresentativeCRD 6227715
Rachel Kleinman
Regional DirectorCRD 6574515
Wealth 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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