BURLINGAME WEALTH MANAGEMENT, LLC

Overview

Burlingame Wealth Management, LLC is an independent registered investment adviser that serves individuals and families with a concentrated emphasis on equity exposure. The firm acts primarily as a non-discretionary manager, meaning clients retain final trading authority while the adviser provides financial planning and portfolio management advice. Investment activity centers on exchange-traded equities as the dominant allocation, supported by mutual funds, corporate debt and structured products when appropriate. The firm does not identify as an active ESG investor and serves a relatively small client base, which supports a more personalized, relationship-driven advisory approach. Burlingame offers financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Given its client mix and non-discretionary mandate, the firm appears to prioritize tailored portfolios that align with each client’s objectives and liquidity preferences rather than a single unified model portfolio across the book.

Assets & Accounts

Public Holdings

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Location & Offices