Burdick Wealth Management, LLC

Burdick Wealth Management, LLC (CRD# 143978) is a financial advisory firm headquartered in , . They manage $9,001,297 in 50 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $180,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, HI

Financial Advisors at Burdick Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew C. Burdick
CRD#: 5330283
Kula, HI
93
Wealthminder
score

Andrew Burdick (CRD# 5330283) is an Investment Advisor Representative working at Burdick Wealth Management, LLC in Kula, HI and has over 9 years of experience in the finance industry.

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