Burdick Wealth Management, LLC

Burdick Wealth Management, LLC (CRD# 143978) is a financial advisory firm headquartered in , . They manage $20,715,176 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.burdickwealthmgmt.com/
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $334,116
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
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 Burdick, financial advisor Kula HI
Andrew C. Burdick
CRD#: 5330283
Kula, HI

Andrew Burdick (CRD# 5330283) is an Investment Advisor Representative working at Burdick Wealth Management, LLC in Kula, HI and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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