Burke Wealth Management, LLC: new SEC registration, $95M AUM, Houston, TX
Burke Wealth Management, LLC (Houston, Texas): new SEC registration, $95M AUM, Houston, TX. Its amount of 95 is below the median of 134 (9th percentile). Dated 212 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 95 · 9th percentile of 1,149 NewRiaPulse records · 0.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Burke Wealth Management, LLC |
| Legal name | Burke Wealth Management, LLC |
| CRD | 305840 |
| Status | Approved |
| Registered with the SEC | 2026-04-06 |
| Latest Form ADV filing | 2026-08-19 |
| Location | Houston, TX, United States |
| Regulatory AUM | $95,240,442 |
| Accounts | 128 |
| Employees | 3 |
| Website | https://www.burkewealthmanagement.com |
| amount percentile | 9th of 1,149 (median 134, 0.7x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Burke Wealth Management, LLC and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Burke Wealth Management, LLC's amount: 9th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Burke Wealth Management, LLC in Houston, Texas?
Burke Wealth Management, LLC received SEC registration as an investment adviser (2026-04-06) with $95,240,442 in regulatory assets under management, based in Houston, TX.
How does Burke Wealth Management, LLC compare to other Texas NewRiaPulse records?
Its amount of 95 is below the median (9th percentile); smaller records often move faster and face less competition. It is 212 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.