{"url":"https://nivawealth.com/firms/burlingame-wealth-management-300041","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/300041","regulatoryAum":129396168,"crd":"300041","secFileNumber":"801-137010","legalName":"Burlingame Wealth Management, LLC","displayName":"Burlingame Wealth Management","slug":"burlingame-wealth-management-300041","website":"https://burlingamewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"345 Lorton Ave., Suite 201","city":"Burlingame","state":"CA","stateName":"California","country":"United States","postalCode":"94010"},"tradeNames":[],"registration":{"secApproved":"10 September 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3497193.7297297297,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":129396168,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":129396168,"nonDiscretionaryAccounts":115,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":37,"regulatoryAum":129396168},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":0}],"feePrograms":[{"role":"main","program":"Investment Advisory Fees","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":2000000,"pct":0.65,"from":1000000},{"to":null,"pct":0.45,"from":2000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050711","versionId":1050711,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-02","documentName":"BURLINGAME WEALTH MANAGEMENT, LLC","fee_rate_low":0.45,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":750000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:14:45.619665+00:00","documents":[{"name":"BURLINGAME WEALTH MANAGEMENT, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050711","versionId":1050711,"submittedOn":"2026-07-02"}]},"custodians":[],"custodyNote":"Burlingame Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"345 Lorton Ave., Suite 201","city":"Burlingame","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-597-2400","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":69},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":7},{"label":"Investment grade corporate bonds","percent":9},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":1},"sources":{"adv1FilingDate":"26 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/300041/PDF/300041.pdf","brochureDate":"2 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050711","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Burlingame Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Burlingame Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Burlingame Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Burlingame Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Burlingame Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Burlingame Wealth Management have a minimum investment?","answer":"Yes, Burlingame Wealth Management’s minimum account size for its Investment Advisory Fees is $750K.","source":"BURLINGAME WEALTH MANAGEMENT, LLC, filed 2 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How does Burlingame Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Burlingame Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}