SEC Form ADV

BURKHOLDER WEALTH MANAGEMENT

Registered Investment AdviserOK
$379.9M
Assets Under Management
920
Total Clients
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Registration Details

Accession
CRD-305300
Location
TULSA, OK
Filing Date
March 25, 2026
AUM
$379.9M
Total Clients
920
Amendment
No

About this Adviser

BURKHOLDER WEALTH MANAGEMENT is a registered investment adviser headquartered in TULSA, OK, managing approximately $379.9M in assets across 920 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.