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AllocatorsInvestment consultantinvestment consultant

Burnham Gibson Wealth Advisors Inc.

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:9740b9c1-4cc6-437c-a0cd-d73737fb1554

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

BURNHAM GIBSON WEALTH ADVISORS, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 3Form 5500 Schedule C
Public clients: 0
Advisory clients: 3
Institutional RAUM: $2.1BForm ADV
Discretionary RAUM: $304M
Pension plan clients (ADV): 85
Recommended commitments: 0derived
Latest client year end: Oct 31, 2025
CRD: 282035

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Retirement Plan for Former Employees of Cape Coral Medical Center, Inc.	Investment adviser	Nov 1, 2024	Oct 31, 2025	no	fact
The Retirement Income Plan of the Corporation of Fine Arts Museums	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Retirement Plan for Employees of Southern California Presbyterian Homes	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (3)

← The Retirement Income Plan of the Corporation of Fine Arts MuseumsPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Retirement Plan for Employees of Southern California Presbyterian HomesPlanGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Retirement Plan for Former Employees of Cape Coral Medical Center, Inc.PlanInvestment adviser
Nov 1, 2024 to Oct 31, 2025factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:9740b9c1-4cc6-437c-a0cd-d73737fb1554
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Burnham Gibson Wealth Advisors Inc.

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:9740b9c1-4cc6-437c-a0cd-d73737fb1554

Plan

Role

From

Current

Evidence

Retirement Plan for Former Employees of Cape Coral Medical Center, Inc.

Investment adviser

Nov 1, 2024

Oct 31, 2025

fact

The Retirement Income Plan of the Corporation of Fine Arts Museums

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Retirement Plan for Employees of Southern California Presbyterian Homes

General consultant

Jan 1, 2022

Dec 31, 2022

fact