RIA Intel›Advisers›Idaho›BURKS WEALTH MANAGEMENT, INC.

BURKS WEALTH MANAGEMENT, INC.

Advisory

MERIDIAN, ID

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in ID

#67

of 82 advisers by AUM

Average account

$223K

across 490 accounts

AUM per adviser

$36M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$109M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$109M

Discretionary AUM$87M

Non-Discretionary AUM$22M

Discretionary %79.8%

Total Clients360

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InID, OR, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

360 clients

49 high-net-worth

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

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