Burke Wealth Management, LLC

Burke Wealth Management, LLC (CRD# 305840) is a financial advisory firm headquartered in Houston, TX. They manage $67,519,622 in 99 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12 Greenway Plaza, Suite 1100, Houston, TX 77046
https://www.burkewealthmanagement.com
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $682,016
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Burke Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kenneth Burke, financial advisor Houston TX
Kenneth M. Burke
CRD#: 2923762
12 Greenway Plaza, Suite 1100, Houston, TX 77046

Kenneth Burke (CRD# 2923762) is an Investment Advisor Representative working at Burke Wealth Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

2
Charles Ward, financial advisor Houston TX
Charles K. Ward
CRD#: 4632946
12 Greenway Plaza, Suite 1100, Houston, TX 77046

Charles Ward (CRD# 4632946) is an Investment Advisor Representative working at Burke Wealth Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

3
Alexander Baker, financial advisor Houston TX
Alexander Baker
CRD#: 7853497
12 Greenway Plaza, Suite 1100, Houston, TX 77046

Alexander Baker (CRD# 7853497) is an Investment Advisor Representative working at Burke Wealth Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

4
De Derbonne, financial advisor Houston TX
De A. Derbonne
CRD#: 5213237
12 Greenway Plaza, Suite 1100, Houston, TX 77046

De Derbonne (CRD# 5213237) is an Investment Advisor Representative working at Burke Wealth Management, LLC in Houston, TX and has 1 year 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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