Burlingame Wealth Management, Llc
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 300041
· SEC file 801-137010
· Burlingame, CA
· burlingamewealth.com
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ADV data as of Jul 02, 2026
- Regulatory AUM
- $129M
- Discretionary
- $0
- Clients
- 38
- Avg AUM / client
- $3.4M
- Accounts
- 115
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 37 | $129M | 100.0% |
| Pooled investment vehicles (non-investment companies) | 1 | — | — |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Magnuson | Registered representative | CFP | Jan 2019 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.33 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FEES PAID BY LPG CAPITAL PARTNERS LP AS DESCRIBED IN ADV PART 2
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $27.1M (21% of AUM) Jul 2026
- Fidelity Brokerage Services $4.9M (4% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗