BURLING WEALTH PARTNERS, LLC
Legal name: BURLING WEALTH PARTNERS
CRD #332198 SEC #801-130889 CHICAGO, IL 1-312-825-0262
SEC Registered
Total AUM
$768M
Discretionary
$767.2M
Employees
8
Clients
10
Accounts
642
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $768M | $767.2M | $707.5K | 8 | 0 |
| Feb 2025 | $747.4M | $746.7M | $699.5K | 5 | 0 |
| Dec 2024 | $747.4M | $746.7M | $699.5K | 5 | 0 |
| Sep 2024 | $0 | $0 | $0 | 1 | 0 |
| Aug 2024 | $0 | $0 | $0 | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$768M
Discretionary$767.2M
Non-Disc.$707.5K
Employees8
Clients0
DateFeb 2025
Total AUM$747.4M
Discretionary$746.7M
Non-Disc.$699.5K
Employees5
Clients0
DateDec 2024
Total AUM$747.4M
Discretionary$746.7M
Non-Disc.$699.5K
Employees5
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0