B
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
12 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-13-2014
- Office Locations
- 1
Office Locations
15286 N 144th AVE Surprise AZ
About Burris Wealth Management, Inc.
Burris Wealth Management, Inc. is a Surprise-based RIA. The firm has been operating for 12 years. Managing $11.6M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
-- AVG AGE
$11.6M AVG AUM / ADVISOR
$400.6K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHNNY EARL BURRIS
Chief Executive Officer, Managing Partner, President
- CRD
- #2850953
- 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 | $11,617,658 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,617,658 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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