Burlingame Wealth Management, LLC registers with the SEC (Burlingame, CA)

New SEC-registered adviser · CRD 300041 · 801-137010 · effective 2026-09-10

Effective 2026-09-10. 1 employee (1 advisory), $129M regulatory AUM across 115 accounts. Advises private funds. Notice-filed in CA. Limited Liability Company (CA).

Advises private funds

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Fund administration & audit
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance