Burkholder Wealth Management

CRD 305300 · Tulsa, OK · $379.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 305300
SEC number: 801-128555
Firm type: RIA
Assets under management: $379.9M as of Mar 25, 2026
Website: www.facebook.com/burkholderwm ↗
Phone: 918-727-7100
Address: 5014 E 101st Street, Tulsa, OK, 74137

Advisors at this firm

7 in our index · page 1 of 1

Eric Douglas BurkholderCRD 6013679 · Tulsa, OK

IA Registered
Sarah Ashley BremerCRD 7954650 · Austin, TX

IA Registered
Joseph HansonCRD 7151817 · Tulsa, OK

IA RegisteredRegistration inactive
Rachel Navon KleinmanCRD 6574515 · Houston, TX

IA RegisteredRegistration inactive
Carli Renee SmithCRD 6227715 · Austin, TX

IA RegisteredRegistration inactive
Michael Brock TillmanCRD 4899030 · Broken Arrow, OK

IA RegisteredRegistration inactive
Valentin Jean-Claude Alain TranierCRD 8049101 · Tulsa, OK

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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