BURLING WEALTH PARTNERS
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 332198
- Registered since
- August 8, 2024
- Website
- burlingwp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.27%
- Individuals2.08%
- Pension & Profit Sharing Plans0.41%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Burling Wealth Partners is an independent, SEC-registered registered investment adviser organized as an LLC. The firm acts as a capital allocator for both individual and institutional clients and bills through a mix of asset-based fees, hourly charges, and fixed-fee engagements. Its advisory services include financial planning, portfolio management for individuals and for businesses or institutions, pension consulting and the selection of third‑party advisers. The firm does not self-identify as an active ESG investor and is not marked as a multi-state adviser in the provided 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 Equities51%
- Public Funds/Mutual Funds21%
- US Government Bonds9%
- State & Local Bonds8%
- Investment Grade Corp Bonds8%
Owners & executives
1 of 1JAMES HADAWAY
Chief Compliance OfficerCRD 3070075
Contacts
3 of 6Zachary Talus
Program ManagerCRD 8045770
STEVEN RESNIK
Managing DirectorCRD 6101412
MARK RESNIK
Managing DirectorCRD 2365171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$184M in ETFs
95%
$175M
1%
$9.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $18.5M | 64,389 | 10.04% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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