Burke Wealth Management, Llc
- Regulatory AUM
- $95.2M
- Discretionary
- $86.3M
- Clients
- 74
- Avg AUM / client
- $1.3M
- Accounts
- 128
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $4.8M | 5.06% |
| High net worth individuals | 54 | $82.3M | 86.4% |
| Investment companies | 1 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 1 | $8.1M | 8.53% |
| Other investment advisers | 1 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southern Illinois Bricklayers Pension Fund Southern Illinois Bricklayers Pension Fund | St Louis, MO | 2024 |
| Cassens Retirement Plan Cassens Transport Company | 2024 | |
| Midwest Transit Equipment, Inc. Profit Sharing 401(k) Plan And Trust Midwest Transit Equipment, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Michael Burke | Registered representative | CFA | Oct 2019 (7y) | |
| Charles Keithley Ward | Registered representative | CFA | Dec 2020 (6y) | |
| De Ann Derbonne | Registered representative | Apr 2021 (5y) | ||
| Alexander Baker | Registered representative | Jan 2024 (3y) | ||
| Christopher W. Winters | Registered representative | Nov 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southern Illinois Bricklayers Pension Fund | Southern Illinois Bricklayers Pension Fund | 172 | $26.5M | 07/01/2024 |
| Cassens Retirement Plan | Cassens Transport Company | 181 | $61.5M | 01/01/2024 |
| Midwest Transit Equipment, Inc. Profit Sharing 401(k) Plan And Trust | Midwest Transit Equipment, Inc. | 243 | $27.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $73.4M (77% of AUM) Apr 2026
- National Financial Services (Fidelity) $13.7M (14% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗