RIA Intel›Advisers›California›BURGE FINANCIAL, INC.

BURGE FINANCIAL, INC.

Advisory

SACRAMENTO, CA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,464
of 5,480 advisers by AUM
Average account
$102K
across 145 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$15M
Discretionary %
99%
Clients
67
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$150K
Discretionary %99%
Total Clients67
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

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CHENG WEALTH MANAGEMENT LLC
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INSPIRATION FINANCIAL PLANNING LLC
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AC ONE ASSET MANAGEMENT, LLC
LOS ANGELES, CA
$15M
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