BURKHOLDER WEALTH MANAGEMENT

5014 E 101st Street
Suite 100
Tulsa, Oklahoma 74137
Tel: 918-727-7100

About BURKHOLDER WEALTH MANAGEMENT

BURKHOLDER WEALTH MANAGEMENT, formally registered with the SEC as BURKHOLDER WEALTH MANAGEMENT. The firm was established in 08/11/2023. They have over 1 offices throughout the country.

BURKHOLDER WEALTH MANAGEMENT is a Tulsa, Oklahoma based Financial Planning firm with nearly $144,000,000 assets under management, offering retirement planning & investment advisory services to 165 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305300
SEC#	801-128555
Assets Managed by Firm	$144,000,000
No. of Clients	165
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ROBO ADVISOR)

Firm Client Information

	No. of Clients	AUM
Firm Total	165	$144,000,000
Individuals (other than high net worth individuals)	73	$119,175,120
High net worth individuals	90	$24,203,880

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CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
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