$1.0B Total AUM
$1.0B Disc. AUM
-- 3Y CAGR
8 Employees
253 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon harborCatalyst summit
- Established Date
- 03-01-2024
- Office Locations
- 2
Office Locations
ONE South Wacker Drive Suite 2150 Chicago IL
-- SAN Francisco CA
About Burling Wealth Partners
Burling Wealth Partners is an SEC-registered RIA providing personalized wealth management and independent, objective advice. The firm builds comprehensive plans spanning investments, tax planning, estate planning, education, and philanthropy, with portfolio construction often using ETFs and fixed income. Serves retail and institutional clients, including entrepreneurs, and custodies with Schwab and Fidelity.
Team overview
-- AVG AGE
$143.5M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
1.8 yrs AVG TENURE
8 Employees
7 Advisory Reps
6 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Bridge Optima Vertex foundation Timber
Client Personas
Foundation
Custodian
Oak signal Vertex peak Momentum eagle
Investment Themes
Prime pioneer Quantum
Investment Vehicles
Horizon Legacy
Services
Focus pioneer Legacy Meridian unison Summit north Pioneer Crest Catalyst Ridge bridge Pioneer Timber focus
Technology
Vital wave Summit
Owner & Executives
S
STEVEN ROSS RESNIK
MANAGING DIRECTOR
- CRD
- #6101412
- Ownership
- 10% but less than 25%
(971) 367-4404
insight.optima@peakcapital.com
in linkedin.com/in/catalyst-catalyst
JAMES RUSSELL HADAWAY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(873) 399-9223
quantum.horizon@horizoncapital.com
in linkedin.com/in/prime-vertex
T
Timber quantum
Quantum alpha
- CRD
- #48262
- Ownership
- 45.6%
(496) 221-6083
optima.capital@alphacapital.com
in linkedin.com/in/atlas-north
Showing 2 of 3 owners & executives
Unlock allContacts
A
ABBY DAVIS
Advisor
- CRD
- #6458919
(485) 984-2133
momentum.pioneer@atlascapital.com
in linkedin.com/in/catalyst-eagle
Y
YOUNG BIN IM
Investment Advisor
- CRD
- #4685419
(862) 643-9761
quantum.prime@embercapital.com
in linkedin.com/in/capital-ridge
O
Optima atlas
Unison fusion
- CRD
- #97185
(848) 615-7655
atlas.momentum@harborcapital.com
in linkedin.com/in/fusion-horizon
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,003,935,863 | $1,091,235 |
| Non-Discretionary | $709,818 | $354,909 |
| Total | $1,004,645,681 | $1,089,637 |
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Separately Managed Accounts
Total SMA Asset: $1,004,645,681
Equity - Exchange:
6.0% Public Funds:
22.9% U.S. Government/Agency:
9.9% Corporate - Investment Grade:
13.2% Municipal Bonds:
11.4% Cash:
19.1% Corporate - Non-Investment Grade:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $358,899,413 | 6.0% |
| Public Funds | $1,369,799,424 | 22.9% |
| U.S. Government/Agency | $592,184,031 | 9.9% |
| Corporate - Investment Grade | $789,578,708 | 13.2% |
| Municipal Bonds | $681,908,884 | 11.4% |
| Cash | $1,142,496,463 | 19.1% |
| Corporate - Non-Investment Grade | $1,046,789,952 | 17.5% |
| Total | $5,981,656,875 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX PRIME VALUE | FOUNDATION VITAL | CAV8DRY7F | KIOR | 11.08% | $96,079,369 |
| EAGLE OPTIMA | VALUE VALUE | 8FHX9UETD | OJFST | 2.63% | $85,003,302 |
| MATRIX VECTOR PEAK | BEACON SIGNAL | CECF6EIBQ | NTBWJ | 7.34% | $82,199,819 |
| VERTEX BRIDGE | PIONEER CAPITAL | W48BQ34XM | WPEZ | 8.20% | $2,695,638 |
| OAK FOUNDATION EMBER | FOUNDATION RADIAL | 10ZP6DN5C | BTJO | 12.38% | $70,813,010 |
| EAGLE PEAK | QUANTUM MOMENTUM | KX09E2GKI | FLPWH | 1.14% | $117,848,425 |
| QUANTUM FRONTIER OAK | VITAL ALPHA | TTTBP685S | SXHH | 11.45% | $103,697,064 |
| UNISON INSIGHT | MERIDIAN GLACIER | Q1EXVJYW6 | WJS | 8.12% | $24,436,397 |