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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BURKHOLDER, ERIC, DOUGLAS | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 5, 2025 REGISTERED
Notice Filings (5)
AR CA LA OK TX
Address
5014 E 101ST STREETSUITE 200
TULSA, OK 74137
United States
Phone: 918-727-7100