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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BURLING WEALTH PARTNERS

BURLING WEALTH PARTNERS, LLC, CRD 332198

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0daeb5af-8ebf-8a00-822a-4e8756391bba

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 4
On other graphs: 0
Observed: Jul 9, 2024 to Mar 31, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $998MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $167Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 922
Individual clients: 67
High net worth clients: 183
Custody, client assets: $332M
SEC number: 801-130889
CRD: 332198
Filings on the tape: 8
First filed: Jul 9, 2024
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: burlingwp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEVEN ROSS RESNIK	n/a	Chicago, IL	2	11	n/a	no
MARK EARL RESNIK	n/a	Chicago, IL	2	33	3	no
ABBY DAVIS	n/a	Chicago, IL	2	12	2	no
Zachary Patzik	Certified Financial Planner\|Chartered Financial Analyst	Chicago, IL	2	12	1	no
YOUNG BIN IM	Chartered Financial Analyst	Chicago, IL	1	21	n/a	no
Zachary Talus	n/a	San Francisco, CA \| CHICAGO, IL	1	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BWP IRREVOCABLE TRUST	Member	E	yes	01/2025	Mar 31, 2026	Mar 31, 2026
RESNIK, MARK, EARL	MEMBER AND MANAGING DIRECTOR	Na	yes	09/2024	Mar 31, 2026	Mar 31, 2026
RESNIK, STEVEN, ROSS	MEMBER AND MANAGING DIRECTOR	B	yes	06/2024	Mar 31, 2026	Mar 31, 2026
HADAWAY, JAMES, RUSSELL	CHIEF COMPLIANCE OFFICER	Na	no	03/2024	Mar 31, 2026	Mar 31, 2026
Nelson, Christopher, Allen	CHIEF COMPLIANCE OFFICER	Na	no	08/2024	Aug 29, 2024	Dec 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.0B	$1.0B	8	7	1	n/a	n/a
2024	Mar 28, 2025	$768M	$767M	8	7	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.0B	$768M	30.8%	n/a	n/a	8	8	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CIBC PRIVATE WEALTH ADVISORS, INC.	2	Sep 17, 2024	Sep 11, 2024	CHICAGO, IL	Team lift out	Ibd to new firm	1.4%

Relationships

Registered with (6)

← Zachary TalusAdvisorregistration: current employment
Feb 18, 2025 to presentfactForm ADV
← YOUNG BIN IMAdvisorregistration: current employment
Dec 18, 2024 to presentfactForm ADV
← MARK EARL RESNIKAdvisorregistration: current employment
Sep 11, 2024 to presentfactForm ADV
← ABBY DAVISAdvisorregistration: current employment
Sep 11, 2024 to presentfactForm ADV
← Zachary PatzikAdvisorregistration: current employment
Sep 11, 2024 to presentfactForm ADV
← STEVEN ROSS RESNIKAdvisorregistration: current employment
Aug 30, 2024 to presentfactForm ADV

Controls (2)

← RESNIK, MARK, EARLOwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 15, 2024 to Dec 6, 2024factForm ADV
← RESNIK, STEVEN, ROSSOwnerMEMBER AND MANAGING DIRECTOR, ownership code E, individual
Jul 9, 2024 to Dec 6, 2024factForm ADV

Owns (1)

← Nelson, Christopher, AllenOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 29, 2024 to Dec 6, 2024factForm ADV

Moved with (1)

← CIBC PRIVATE WEALTH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Sep 17, 2024 to Sep 11, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Burling Wealth Partners reported RAUM $1.0B, up 31% from $768.0M (2025-03-28 to 2026-03-31)
Form ADVobserved 4 days ago
$237M
Occurred
Sep 17, 2024
Team lift-out
2 advisors left CIBC Private Wealth Advisors, Inc. (Chicago, IL) for Burling Wealth Partners on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jul 15, 2024
Control person joined
Earl Mark Resnik (Managing Director) appeared on Schedule A of Burling Wealth Partners
Form ADVobserved 4 days ago
Occurred
Jul 9, 2024
First Form ADV filing
Burling Wealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0daeb5af-8ebf-8a00-822a-4e8756391bba
First observed: Jul 9, 2024
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

BURLING WEALTH PARTNERS

BURLING WEALTH PARTNERS, LLC, CRD 332198

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0daeb5af-8ebf-8a00-822a-4e8756391bba

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN ROSS RESNIK

n/a

Chicago, IL

n/a

MARK EARL RESNIK

n/a

Chicago, IL

ABBY DAVIS

n/a

Chicago, IL

Zachary Patzik

Certified Financial Planner|Chartered Financial Analyst

Chicago, IL

YOUNG BIN IM

Chartered Financial Analyst

Chicago, IL

n/a

Zachary Talus

n/a

San Francisco, CA | CHICAGO, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BWP IRREVOCABLE TRUST

Member

yes

01/2025

Mar 31, 2026

RESNIK, MARK, EARL

MEMBER AND MANAGING DIRECTOR

yes

09/2024

Mar 31, 2026

RESNIK, STEVEN, ROSS

MEMBER AND MANAGING DIRECTOR

yes

06/2024

Mar 31, 2026

HADAWAY, JAMES, RUSSELL

CHIEF COMPLIANCE OFFICER

03/2024

Mar 31, 2026

Nelson, Christopher, Allen

CHIEF COMPLIANCE OFFICER

08/2024

Aug 29, 2024

Dec 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.0B

n/a

2024

Mar 28, 2025

$768M

$767M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$768M

30.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CIBC PRIVATE WEALTH ADVISORS, INC.

Sep 17, 2024

Sep 11, 2024

CHICAGO, IL

Team lift out

Ibd to new firm

1.4%