Burling Wealth Partners, Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 253
- Avg AUM / client
- $4.0M
- Accounts
- 922
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $20.9M | 2.08% |
| High net worth individuals | 183 | $977M | 97.3% |
| Pension and profit sharing plans | 2 | $4.1M | 0.41% |
| Charitable organizations | 1 | $2.5M | 0.25% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Ross Resnik | Member And Managing Director | Jun 2024 (2y) | 75% or more | |
| Christopher Allen Nelson | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Mark Earl Resnik | Managing Director | Sep 2024 (2y) | Less than 5% | |
| Abby Davis | Registered representative | Sep 2024 (2y) | ||
| Zachary Patzik | Registered representative | CFP CFA | Sep 2024 (2y) | |
| Young Bin Im | Registered representative | CFA | Dec 2024 (2y) | |
| Zachary Talus | Registered representative | Feb 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/31/2026 | 901 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $914M (91% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗