BURK HOLDINGS LLC
Legal name: BURKHOLDER WEALTH MANAGEMENT
CRD #305300 SEC #801-128555 TULSA, OK 918-727-7100
SEC Registered
Total AUM
$255.1M
Discretionary
$255.1M
Employees
6
Clients
101
Accounts
718
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $255.1M | $255.1M | $0 | 6 | 0 |
| Apr 2025 | $255.1M | $255.1M | $0 | 6 | 0 |
| Mar 2025 | $255.1M | $255.1M | $0 | 6 | 0 |
| Dec 2024 | $144M | $144M | $0 | 4 | 0 |
| May 2024 | $144M | $144M | $0 | 5 | 0 |
| Mar 2024 | $144M | $144M | $0 | 4 | 0 |
| Feb 2024 | $144M | $144M | $0 | 4 | 0 |
| Dec 2023 | $133M | $133M | $0 | 4 | 0 |
| Sep 2023 | $114.3M | $114.3M | $0 | 4 | 0 |
| Jul 2023 | $114.3M | $114.3M | $0 | 4 | 0 |
| Jul 2023 | $114.3M | $114.3M | $0 | 4 | 0 |
DateJun 2025
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees4
Clients0