LP Profile

Burkholder Wealth Management

Also known as burkholder wealth

Wealth ManagerTulsa, United StatesFounded 2019
Tulsa
Headquarters
Investment Focus

About Burkholder Wealth Management

Burkholder Wealth Management is a wealth manager based in Tulsa, US. Founded in 2019.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Burkholder Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$379.9M
Total Clients
920
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Burkholder Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Burkholder Wealth Management?

Burkholder Wealth Management is a wealth manager based in Tulsa, United States.

Where is Burkholder Wealth Management headquartered?

Burkholder Wealth Management is headquartered in Tulsa, United States.

When was Burkholder Wealth Management founded?

Burkholder Wealth Management was founded in 2019.

How can I contact Burkholder Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Burkholder Wealth Management are available on LPbacked. Create a free account to access them.