DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Burkholder Wealth Management

Independent wealth managerTulsa, OklahomaCRD 305300SEC 801-128555website IAPD

Legal name Burk Holdings LLC

Latest filing Mar 25, 2026

First filing on the tape Jul 12, 2023 · 11 filings

SEC status approved since Aug 11, 2023

RAUM

$380M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

99%

$376M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$54.3M

derived; firm RAUM over IAPD count

Employees

6 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

11 filings and snapshots on the tape

RAUM$380M as of Mar 25, 2026

Feb 19, 2024$144M then

HNW client RAUM$347M as of Mar 25, 2026

Feb 19, 2024$24.2M then

State-registered IARs (5.B.3)6 as of Mar 25, 2026

Feb 19, 20243 then

Employees (5.A)8 as of Mar 25, 2026

Feb 19, 20244 then

Private funds: no history

RAUM +49% over the last fiscal yearIARs 4 to 6

Practice profile

derived from the filing of Mar 25, 2026; every figure names its basis

Archetypes, each a printed rule

Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control

RAUM per advisor: $54.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 38derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.3MderivedHNW RAUM over HNW clients
Average account: $412,902derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 1.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.1derivedItem 5.A over advisors
Advisors per office: 3.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year: +49%derivedbetween the last two annual amendments
Advisor growth, one year: +50%derivedItem 5.B.3 between annual amendments
Client growth, one year: +13%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Custody: $40.0M, 29 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$347M91%
Individuals$28.8M7.6%
Charitable organizations$3.4M0.9%
Pension and profit-sharing plans$768,9720.2%

Individual clients: 114reported
HNW clients: 152reported
Pension plan clients: 1reported
Charitable clients: 1reported
Accounts: 920reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: $40.0M for 29 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

7 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Eric Douglas BurkholderChartered Financial Analyst	Tulsa, Ok	Aug 16, 2019	14 y	1
Joseph Hanson	Tulsa, Ok	Sep 2, 2021	15 y	0
Carli Renee SmithCertified Financial Planner	Austin, Tx	Mar 1, 2024	15 y	2
Michael Brock Tillman	Broken Arrow, Ok	Jan 2, 2025	21 y	1
Valentin Jean-Claude Alain Tranier	Tulsa, Ok	Mar 10, 2025	13 y	0
Sarah Ashley Bremer	Tulsa, Ok	Apr 13, 2025	10 y	1
Rachel Navon KleinmanCertified Financial Planner	Houston, Tx	Apr 21, 2026	11 y	2

Advisor movement

0 left, 1 joined in 12 months

net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

Jordan Bradford to The Tranel Group, LLC
Nov 1, 2024 · Other

Joined, latest

Rachel Navon Kleinman from Dimensional Fund Advisors LP
Apr 21, 2026 · Other
Sarah Ashley Bremer from Creative Planning
Apr 13, 2025 · RIA to RIA
Michael Brock Tillman from Country Trust Bank
Jan 2, 2025 · Other
Carli Renee Smith from Ml&R Wealth Management LLC
Mar 1, 2024 · RIA to RIA
Jordan Bradford from Money Concepts Advisory Service
Mar 14, 2022 · Affiliated broker-dealer or bank to independent RIA
Eric Douglas Burkholder from The Legacy Financial Group, Inc.
Aug 16, 2019 · RIA to RIA

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Douglas Eric Burkholder · Member/Chief Compliance Officercontrol
since 03/2017 · owns 75% or more

Related persons

Schedule D 7.A

Joseph Harvey Hanson
n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Tulsa, Ok · principal	7	1	0
Austin, Tx	2	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 25 %Change between filings · filing Mar 25, 2026
RAUM (Item 5.F) moved from $255,129,326 to $379,869,603 (+49.0%) between the annual amendments of 2025-04-30 and 2026-03-25; the peer median change was +15.0% (4551 comparable advisers, 95.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (4,551) · 95% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 718 to 920
Jun 5, 2025 to Mar 25, 2026
Advisory employees · 4 to 6
Jun 5, 2025 to Mar 25, 2026
Advisory activities · 4 to 3
Jun 5, 2025 to Mar 25, 2026
HNW clients · 126 to 152
Jun 5, 2025 to Mar 25, 2026
Individual clients · 110 to 114
Jun 5, 2025 to Mar 25, 2026
Pension plan clients · 2 to 1
Jun 5, 2025 to Mar 25, 2026
Assets in custody · $180M to $40.0M
Jun 5, 2025 to Mar 25, 2026
Employees · 6 to 8
Jun 5, 2025 to Mar 25, 2026
Financial planning clients · 101-250 to 251-500
Jun 5, 2025 to Mar 25, 2026
State-registered IARs · 4 to 6
Jun 5, 2025 to Mar 25, 2026
Discretionary RAUM · $255M to $380M
Jun 5, 2025 to Mar 25, 2026
HNW RAUM · $231M to $347M
Jun 5, 2025 to Mar 25, 2026
Individual RAUM · $20.4M to $28.8M
Jun 5, 2025 to Mar 25, 2026
Pension RAUM · $782,948 to $768,972
Jun 5, 2025 to Mar 25, 2026
RAUM · $255M to $380M
Jun 5, 2025 to Mar 25, 2026
Financial planning clients · 101-250 to 101-250
Apr 30, 2025 to Jun 5, 2025
Accounts · 165 to 718
Dec 19, 2024 to Apr 30, 2025
Charity clients · 0 to 1
Dec 19, 2024 to Apr 30, 2025
HNW clients · 90 to 126
Dec 19, 2024 to Apr 30, 2025
Individual clients · 73 to 110
Dec 19, 2024 to Apr 30, 2025
Pension plan clients · 0 to 2
Dec 19, 2024 to Apr 30, 2025
Pooled vehicle clients · 2 to 0
Dec 19, 2024 to Apr 30, 2025
Assets in custody · unset to 179768349.0
Dec 19, 2024 to Apr 30, 2025
Custody of client assets · false to true
Dec 19, 2024 to Apr 30, 2025
Employees · 4 to 6
Dec 19, 2024 to Apr 30, 2025
Financial planning clients · 51-100 to 101-250
Dec 19, 2024 to Apr 30, 2025
Other offices · 0 to 1
Dec 19, 2024 to Apr 30, 2025
Discretionary RAUM · $144M to $255M
Dec 19, 2024 to Apr 30, 2025
HNW RAUM · $24.2M to $231M
Dec 19, 2024 to Apr 30, 2025
Individual RAUM · $119M to $20.4M
Dec 19, 2024 to Apr 30, 2025
Pension RAUM · $0 to $782,948
Dec 19, 2024 to Apr 30, 2025
Pooled vehicle RAUM · $621,000 to $0
Dec 19, 2024 to Apr 30, 2025
RAUM · $144M to $255M
Dec 19, 2024 to Apr 30, 2025
Employees · 5 to 4
May 28, 2024 to Dec 19, 2024
Advisory employees · 3 to 4
Mar 6, 2024 to May 28, 2024
Employees · 4 to 5
Mar 6, 2024 to May 28, 2024
State-registered IARs · 3 to 4
Mar 6, 2024 to May 28, 2024
Discretionary RAUM · $133M to $144M
Dec 12, 2023 to Feb 19, 2024
HNW RAUM · $110M to $24.2M
Dec 12, 2023 to Feb 19, 2024
Individual RAUM · $22.4M to $119M
Dec 12, 2023 to Feb 19, 2024

Signals

4 dated events

Burkholder Wealth Management reported RAUM $379.9M, up 49% from $255.1M (2025-06-05 to 2026-03-25)
Mar 25, 2026 · RAUM change · derived
Burkholder Wealth Management reported RAUM $255.1M, up 77% from $144.0M (2024-12-19 to 2025-04-30)
Apr 30, 2025 · RAUM change · derived
Jordan Bradford left Burkholder Wealth Management for The Tranel Group, Llc (registered 2024-12-20)
Nov 1, 2024 · Advisor changed firm · fact
Burkholder Wealth Management filed its initial SEC registration (Form ADV)
Jul 12, 2023 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: contact@burkholderwm.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 918-727-7100reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile: linkedin.com/company/burkholderwmreportedpublic record, Form ADV, Sep 17, 2026
Firm profile: linkedin.com/company/signal-wealth-advisors/?viewAsMember=trreportedpublic record, Form ADV, Sep 17, 2026
Website: burkholderwm.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 918-727-7100reportedpublic record, Form ADV, Mar 25, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $54.3Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026