Burlingame Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 1 private fund.
Burlingame Wealth Management reports 38 clients. They include 37 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $129M across 115 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 97% | 100% |
| Pooled investment vehicles | 3% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 37 | $129M | 100.0% | $3.5M |
| Pooled investment vehicles | 1 | $0 | 0.0% | $0 |
| Total | 38 | $129M | 100% | $3.41M |
- Clients
- 37
- Regulatory AUM
- $129M
- AUM share
- 100.0%
- Avg. per client
- $3.5M
- Clients
- 1
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 38
- Regulatory AUM
- $129M
- AUM share
- 100%
- Avg. per client
- $3.41M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 1–10
Burlingame Wealth Management charges 0.45%–1.00% a year for its Investment Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $750,000.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.65% |
| $2M and above | 0.45% |
Fee details and sources
It has 1 employee.
Leadership
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
Besides its headquarters, Burlingame Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 345 Lorton Ave., Suite 201, BurlingameHQ
Contact and registration details
- Legal name
- Burlingame Wealth Management, LLC
- Headquarters
- 345 Lorton Ave., Suite 201, Burlingame, CA 94010
- Website
- burlingamewealth.com
- Phone
- 650-597-2400
- SEC file
- 801-137010
- Structure
- California LLC
- Fiscal year end
- December
Burlingame Wealth Management does not have custody of client assets.
At year end, Burlingame Wealth Management’s separately managed accounts were mostly in stocks (69%) and bonds (18%).
What the accounts hold
- Stocks69%
- Bonds18%
- Investment grade corporate bonds9%
- State and local bonds7%
- U.S. government and agency bonds2%
- Cash13%
How many clients does Burlingame Wealth Management have?
Burlingame Wealth Management has 38 clients and manages $129 million for them, as of August 2026. They include 37 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Burlingame Wealth Management offer?
Burlingame Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Burlingame Wealth Management charge?
Burlingame Wealth Management charges 0.45%–1.00% a year for its Investment Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $750,000.
Source: BURLINGAME WEALTH MANAGEMENT, LLC, filed 2 July 2026
How many financial advisors does Burlingame Wealth Management have?
Burlingame Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Burlingame Wealth Management invest in?
At the end of its last fiscal year, Burlingame Wealth Management’s separately managed accounts held 69% exchange-traded equities, 13% cash and equivalents, 9% investment grade corporate bonds, 7% state and local bonds and 2% U.S. government and agency bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Burlingame Wealth Management have a minimum investment?
Yes, Burlingame Wealth Management’s minimum account size for its Investment Advisory Fees is $750K.
Source: BURLINGAME WEALTH MANAGEMENT, LLC, filed 2 July 2026
How does Burlingame Wealth Management get paid?
Burlingame Wealth Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Burlingame Wealth Management?
Burlingame Wealth Management’s main office is at 345 Lorton Ave., Suite 201, Burlingame, CA 94010. Its phone number is 650-597-2400. Its website is burlingamewealth.com.