Fee-only adviser · Burlingame, CA
Burlingame Wealth Management, LLC
Burlingame Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Burlingame, California. On its latest Form ADV, filed August 26, 2026, it reports $129M in regulatory assets under management, 37 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 300041 · SEC file 801-137010 |
| Office | 345 Lorton Ave., Suite 201 Burlingame, CA 94010 |
| Phone | (650) 597-2400 |
| Website | burlingamewealth.com |
| Regulatory assets under management | $129M |
| Individual clients | 0 non-high-net-worth, 37 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Burlingame
- Occidental Asset Management, LLC $1.4B
- Tessara Wealth $162M
- East Rock Financial Services, LLC $136M
- MC Investments & Advisory LLC $4.0M
- Live Oak Advisors, LLC $7.1M
- Circuit Wealth LLC $1.2M
See all 7 fee-only advisers in Burlingame →
Nearby
- Millbrae 1 firm
- San Mateo 20 firms
- Foster City 6 firms
- South San Francisco 2 firms
- Redwood City 6 firms
- Redwood Shores 3 firms
- San Carlos 1 firm
- Woodside 1 firm
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