DFX Intelligence

P••••••• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

P••••••• W••••• M•••••••••

BURKE & HERBERT WEALTH SERVICES, LLC, CRD 340285

ALEXANDRIA, VA

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Search this name across graphsid dfx:ria:c6db229d-eb9b-88bc-a725-d3b13255970e

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 24, 2026 to Apr 22, 2026
2 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=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $156M••• Locked
Discretionary RAUM: $153M
Private client RAUM: $153Mderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $78.0Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• Q•••••• M••••••	Certified Financial Planner	ALEXANDRIA, VA \| Culpeper, VA	0	15	1	no
J••• P••••• C••••••	n/a	ALEXANDRIA, VA \| FREDERICKSBURG, VA	0	22

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••••• J••••• Q••••••	CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT	Na	yes	01/2025	Apr 22, 2026	Apr 22, 2026
R••••• S••••••• B•••••	President	Na	yes	09/2025	Apr 22, 2026	Apr 22, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$156M	$153M	4	2	2	n/a	n/a

Advisor flows

••• Locked

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	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$156M	n/a	n/a	n/a	n/a	4	n/a	2	n/a

Relationships

Controls (2)

← R••••• S••••••• B•••••OwnerPRESIDENT, ownership code NA, individual
Apr 22, 2026 to presentfactForm ADV
← M••••••• J••••• Q••••••OwnerCHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, ownership code NA, individual
Apr 22, 2026 to presentfactForm ADV

Registered with (2)

← J•••• Q•••••• M••••••Advisorregistration: current employment
Feb 26, 2026 to presentfactForm ADV
← J••• P••••• C••••••

Dated events

Occurred
Jan 24, 2026
Succession filed (Item 4)
P••••••• W••••• M••••••••• reported succeeding to the business of P••••••• W••••• M••••••••• (Form ADV Item 4)
Form ADVobserved 7 days ago
Occurred
Jan 24, 2026
Advisor owns new adviser
Shannon Barrow Rowan, registered through LPL Financial LLC (Alexandria, VA), is a direct owner of P••••••• W••••• M•••••••••, an adviser first registered 2026-01-24; in 2023-2025, 171 of 213 such owners registered at this class of firm moved to the new adviser within a year, median 75 days after the filing
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6db229d-eb9b-88bc-a725-d3b13255970e
First observed: Jan 24, 2026
Last observed: Apr 22, 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.