RIA Intel›Advisers›Hawaii›BURDICK WEALTH MANAGEMENT, LLC

BURDICK WEALTH MANAGEMENT, LLC

Advisory

HI

Data as of Feb 7, 2026 · Source: SEC Form ADV

Rank in HI

#47

of 51 advisers by AUM

Average account

$488K

across 70 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 7, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$32M

Non-Discretionary AUM$2M

Discretionary %95%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, HI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

21 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in HI

Closest by assets under management. All figures from Form ADV.

JCW PARTNERS, LLC

$33M

EAST PACIFIC INVESTMENT COMPANY, INC.

$35M

MP FINANCIAL GROUP LTD

$32M

SEACAP ADVISORS, LLC

$31M

HONUA INVESTMENT MANAGEMENT, INC.

$31M

SJC CAPITAL ADVISORS LLC

$31M

Get the full picture on BURDICK WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BURDICK WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans