SEC Form ADV

BURKHOLDER WEALTH MANAGEMENT

Firm profile: Burkholder Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOK

$379.9M

Assets Under Management

Employees

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Registration Details

Accession: crd-305300
Location: TULSA, OK
Filing Date: September 23, 2026
AUM: $379.9M
Institutional Clients: 2
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

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

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