Allocator Index · CRD 305300
BURKHOLDER WEALTH MANAGEMENT
Tulsa, OK · 918-727-7100 · facebook.com/burkholderwm/
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
152
Other individuals
114
HNW assets
$346.8M
Total AUM
$379.9M
Employees
8
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.