B
$34.2M Total AUM
$32.5M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2007
- Office Locations
- 1
Office Locations
-- Kula HI
About Burdick Wealth Management, LLC
Burdick Wealth Management, LLC is a Kula-based RIA. The firm has been operating for 19 years. Managing $34.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
52 AVG AGE
$34.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Vehicles
Available
Owner & Executives
A
ANDREW CHARLES BURDICK
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5330283
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,452,267 | -- |
| Non-Discretionary | $1,701,387 | -- |
| Total | $34,153,654 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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