CRD: 300041
Burlingame Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-25-2019
- Office Locations
- 1
Office Locations
About Burlingame Wealth Management, LLC
Burlingame Wealth Management is a Burlingame, CA RIA led by David Magnuson, Esq., CFP, delivering customized investment management alongside comprehensive financial planning and attorney-led estate planning (trusts, wills, powers of attorney). The firm emphasizes evidence-based, Nobel Prize–informed portfolio design, with significant ETF and Dimensional Fund Advisors usage, and leverages Buckingham Strategic Partners’ nationwide resources; custody includes Schwab and Fidelity.
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Owner & Executives
David Magnuson
Chief Compliance Officer
- CRD
- #6895494
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $129,396,168 | -- |
| Total | $129,396,168 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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