CRD: 305840
Burke Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2019
- Office Locations
- 1
Office Locations
About Burke Wealth Management, LLC
Burke Wealth Management is a Houston-based RIA serving retail and institutional investors with in-house portfolio management via SMAs and a tactical fund. Flagship Focused Growth SMA holds 18-25 structurally advantaged growth equities; Balanced Growth pairs it with 6-10 corporate bonds targeting a flexible 60/40 mix. Tactical Growth adds leverage (80%-150% net exposure). Clients have direct access to the investment team and full SMA holding transparency; custody includes Schwab.
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Client Personas
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Technology
Owner & Executives
KENNETH MICHAEL BURKE JR.
Advisor, Managing Member
- CRD
- #2923762
- Ownership
- 75% or more
CHARLES KEITHLEY WARD
Advisor, Chief Compliance Officer
- CRD
- #4632946
- Ownership
- Less than 5%
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Alexander Baker
Financial Advisor
- CRD
- #7853497
DE ANN DERBONNE
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- CRD
- #5213237
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,312,463 | $791,857 |
| Non-Discretionary | $8,927,979 | $469,894 |
| Total | $95,240,442 | $744,066 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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