BURNHAM GIBSON WEALTH ADVISORS, INC.
CRD #282035 SEC #801-106902 IRVINE, CA 949-833-5700
SEC Registered
Total AUM
$2.5B
Discretionary
$304.3M
Employees
14
Clients
26
Accounts
707
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $2.5B | $304.3M | $2.2B | 14 | 0 |
| May 2020 | $2.5B | $304.3M | $2.2B | 14 | 0 |
| Apr 2020 | $2.5B | $304.3M | $2.2B | 14 | 0 |
| Mar 2020 | $2.5B | $304.3M | $2.2B | 14 | 0 |
| Mar 2020 | $2.5B | $304.3M | $2.2B | 14 | 0 |
| Oct 2019 | $1.5B | $1.3B | $140.9M | 12 | 0 |
| Mar 2019 | $1.5B | $1.3B | $140.9M | 12 | 0 |
| May 2018 | $1.4B | $210M | $1.2B | 14 | 2 |
| Mar 2018 | $1.4B | $210M | $1.2B | 14 | 2 |
| Sep 2017 | $283.9M | $157.4M | $126.4M | 12 | 500 |
| Mar 2017 | $283.9M | $157.4M | $126.4M | 12 | 500 |
| Feb 2017 | $283.9M | $157.4M | $126.4M | 12 | 500 |
| Jan 2017 | $268.4M | $143.8M | $124.6M | 12 | 200 |
| Sep 2016 | $268.4M | $143.8M | $124.6M | 12 | 200 |
| Sep 2016 | $268.4M | $143.8M | $124.6M | 12 | 200 |
| Jul 2016 | $268.4M | $143.8M | $124.6M | 12 | 200 |
| Apr 2016 | $464.7M | $107.7M | $357M | 12 | 200 |
| Mar 2016 | $464.7M | $107.7M | $357M | 12 | 200 |
| Dec 2015 | $150M | $150M | $0 | 12 | 200 |
| Dec 2015 | $150M | $150M | $0 | 12 | 200 |
| Nov 2015 | $150M | $150M | $0 | 12 | 200 |
| Nov 2015 | $150M | $150M | $0 | 12 | 200 |
DateJun 2020
Total AUM$2.5B
Discretionary$304.3M
Non-Disc.$2.2B
Employees14
Clients0
DateMay 2020
Total AUM$2.5B
Discretionary$304.3M
Non-Disc.$2.2B
Employees14
Clients0
DateApr 2020
Total AUM$2.5B
Discretionary$304.3M
Non-Disc.$2.2B
Employees14
Clients0
DateMar 2020
Total AUM$2.5B
Discretionary$304.3M
Non-Disc.$2.2B
Employees14
Clients0
DateMar 2020
Total AUM$2.5B
Discretionary$304.3M
Non-Disc.$2.2B
Employees14
Clients0
DateOct 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$140.9M
Employees12
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$140.9M
Employees12
Clients0
DateMay 2018
Total AUM$1.4B
Discretionary$210M
Non-Disc.$1.2B
Employees14
Clients2
DateMar 2018
Total AUM$1.4B
Discretionary$210M
Non-Disc.$1.2B
Employees14
Clients2
DateSep 2017
Total AUM$283.9M
Discretionary$157.4M
Non-Disc.$126.4M
Employees12
Clients500
DateMar 2017
Total AUM$283.9M
Discretionary$157.4M
Non-Disc.$126.4M
Employees12
Clients500
DateFeb 2017
Total AUM$283.9M
Discretionary$157.4M
Non-Disc.$126.4M
Employees12
Clients500
DateJan 2017
Total AUM$268.4M
Discretionary$143.8M
Non-Disc.$124.6M
Employees12
Clients200
DateSep 2016
Total AUM$268.4M
Discretionary$143.8M
Non-Disc.$124.6M
Employees12
Clients200
DateSep 2016
Total AUM$268.4M
Discretionary$143.8M
Non-Disc.$124.6M
Employees12
Clients200
DateJul 2016
Total AUM$268.4M
Discretionary$143.8M
Non-Disc.$124.6M
Employees12
Clients200
DateApr 2016
Total AUM$464.7M
Discretionary$107.7M
Non-Disc.$357M
Employees12
Clients200
DateMar 2016
Total AUM$464.7M
Discretionary$107.7M
Non-Disc.$357M
Employees12
Clients200
DateDec 2015
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees12
Clients200
DateDec 2015
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees12
Clients200
DateNov 2015
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees12
Clients200
DateNov 2015
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees12
Clients200