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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| Nelson, Christopher, Allen | I | CHIEF COMPLIANCE OFFICER | NA | |
| Nelson, Christopher, Allen | I | CHIEF COMPLIANCE OFFICER | NA | |
| Nelson, Christopher, Allen | I | CHIEF COMPLIANCE OFFICER | NA | |
| Nelson, Christopher, Allen | I | CHIEF COMPLIANCE OFFICER | NA | |
| RESNIK, MARK, EARL | I | MANAGING DIRECTOR | NA | Control |
| RESNIK, MARK, EARL | I | MANAGING DIRECTOR | NA | Control |
| RESNIK, MARK, EARL | I | MANAGING DIRECTOR | NA | Control |
| RESNIK, MARK, EARL | I | MANAGING DIRECTOR | NA | Control |
| RESNIK, MARK, EARL | I | MANAGING DIRECTOR | NA | Control |
| RESNIK, MARK, EARL | I | MEMBER AND MANAGING DIRECTOR | NA | Control |
| WOODARD, KEVIN, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WOODARD, KEVIN, SEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BWP IRREVOCABLE TRUST | DE | MEMBER | E | Control |
| RESNIK, STEVEN, ROSS | I | MEMBER AND MANAGING DIRECTOR | E | Control |
| RESNIK, STEVEN, ROSS | I | MEMBER AND MANAGING DIRECTOR | E | |
| RESNIK, STEVEN, ROSS | I | MEMBER AND MANAGING DIRECTOR | E | Control |
| RESNIK, STEVEN, ROSS | I | MEMBER AND MANAGING DIRECTOR | E | Control |
| RESNIK, STEVEN, ROSS | I | MEMBER AND MANAGING DIRECTOR | E | |
| RESNIK, STEVEN, ROSS | I | MEMBER AND MANAGING DIRECTOR | E | Control |
| RESNIK, STEVEN, ROSS | I | MEMBER AND MANAGING DIRECTOR | B | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (6)
AZ CA CO FL IL TX
Address
ONE SOUTH WACKER DRIVESUITE 2150
CHICAGO, IL 60606
United States
Phone: 1-312-825-0262