Managing Member, CCO · Burlingame Wealth Management, LLC
David Magnuson
CRD 6895494 · Named on Form ADV at one SEC-registered adviser
At a glance
Burlingame Wealth Management, LLC, an SEC-registered private fund adviser based in Burlingame, CA with $129 million in regulatory assets, lists David Magnuson on its Form ADV as Managing Member, CCO, a control person.
Firms and roles
- Burlingame Wealth Management, LLCManaging Member, CCOPrivate fund adviser · Burlingame, CA · $129M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.