Also known as burkholder wealth
Burkholder Wealth Management is a financial planning and investment advisory firm in Tulsa, Oklahoma, founded in 2019. It serves individuals and businesses with wealth management, retirement planning, estate planning and tax planning. The firm builds comprehensive financial plans based on each client's goals, risk tolerance and situation, and applies disciplined investment strategies. It reports a client to advisor ratio of 50 to 1 and was named among Tulsa's best financial advisors by Expertise.com. It manages about $380 million.
Public regulatory records matched to Burkholder Wealth Management from SEC and IRS filings.
Public filings matched to Burkholder Wealth Management across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Burkholder Wealth Management is a wealth manager based in Tulsa, United States, managing approximately $380M in assets.
Burkholder Wealth Management is headquartered in Tulsa, United States.
Burkholder Wealth Management manages approximately $380M in assets under management.
Burkholder Wealth Management was founded in 2019.
Verified contact details, key decision-makers, and investment preferences for Burkholder Wealth Management are available on LPbacked. Create a free account to access them.