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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital primeTimber
- Established Date
- 08-16-2019
- Office Locations
- 4
Office Locations
About Burkholder Wealth Management
Burkholder Wealth Management is a Tulsa-based wealth management firm offering personalized financial planning and disciplined investment management, alongside proactive tax and estate planning and retirement/insurance guidance. The team works with business owners, executives, family offices, retirees, and other individuals and businesses. Portfolios are managed by CFA charterholder Eric Burkholder using a CFA®-driven process, with a stated 50:1 client-to-advisor ratio and a 2025 Expertise.com Tulsa award.
Team overview
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Owner & Executives
ERIC DOUGLAS BURKHOLDER
Chief Compliance Officer, Senior Advisor
- CRD
- #6013679
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sarah Ashley Bremer
--
- CRD
- #7954650
JOSEPH HANSON
Investment Advisor Representative
- CRD
- #7151817
Focus foundation
Bridge meridian
- CRD
- #53039
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $379,869,603 | $412,902 |
| Non-Discretionary | $0 | -- |
| Total | $379,869,603 | $412,902 |
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Separately Managed Accounts
Total SMA Asset: $379,869,603
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $173,093,599 | 22.4% |
| Public Funds | $61,819,142 | 8.0% |
| Cash | $175,411,817 | 22.7% |
| Municipal Bonds | $159,957,031 | 20.7% |
| U.S. Government/Agency | $202,457,692 | 26.2% |
| Total | $772,739,281 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER BRIDGE | FOUNDATION EMBER | JLMY1YWHQ | BVGX | 3.35% | $53,247,438 |
| OAK HARBOR | MOMENTUM ZENITH | 9FRX63B8Z | DMKP | 6.69% | $48,647,914 |
| GLACIER NORTH | GLACIER PRIME | XRVK3W7UP | EKIC | 6.30% | $59,732,313 |
| NORTH MOMENTUM | ELEMENT HORIZON | 1RYQHFEDZ | YVAA | 11.25% | $113,377,485 |
| PATHWAY SIGNAL PEAK | MATRIX UNISON | XOJCVH40N | JRQ | 6.48% | $2,908,836 |
| CATALYST PEAK | PATHWAY BEACON | F47IP9F6Y | GMRS | 8.58% | $61,044,534 |
| CREST VERTEX | VERTEX CATALYST | DL89SQN5W | MLVM | 8.01% | $5,477,761 |
| NORTH NORTH ALPHA | FOUNDATION CREST | HDKAE08SM | THDA | 4.05% | $106,681,033 |