Private fund adviser · Burlingame, CA
Burlingame Wealth Management, LLC
SEC-registered investment adviser · CRD 300041 · SEC 801-137010
At a glance
Burlingame Wealth Management, LLC is an SEC-registered investment adviser based in Burlingame, California, with $129 million in regulatory assets under management as of its Form ADV filed August 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 37 individual clients. By Form ADV it is a private fund adviser, ranked 4,372nd of 4,686 private fund advisers and 14,379th of 17,210 SEC-registered advisers by assets.
Main office 650-597-2400burlingamewealth.comAs filed on Form ADV
- Regulatory AUM
- $129M
- Rank among private fund advisers
- #4,372 of 4,686
- Rank among all SEC RIAs
- #14,379 of 17,210
- Rank in California
- #1,621 of 1,873
- Individual clients
- 37
- High-net-worth clients
- 37
- Accounts
- 115
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- David MagnusonManaging Member, CCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 37 | $129M | 100% |
| Pooled investment vehicles | 1 | $0M | 0% |
Private funds
Burlingame Wealth Management, LLC reports 1 private funds with $104M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Burlingame Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗burlingamewealth.com ↗
AtlasMembers
The full record on Burlingame Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
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- Growth over one, three and five years
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- Rank against 1,274 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Burlingame Wealth Management, LLC manage?
Burlingame Wealth Management, LLC reports $129 million in regulatory assets under management across 115 accounts, on its Form ADV filed August 26, 2026.
What kind of firm is Burlingame Wealth Management, LLC?
Burlingame Wealth Management, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Burlingame Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($129 million, 37 clients); pooled investment vehicles ($0, 1 clients).
Does Burlingame Wealth Management, LLC manage private funds?
Yes. It reports 1 private funds with $104 million in gross assets, including hedge funds.
Does Burlingame Wealth Management, LLC have any disciplinary history?
Burlingame Wealth Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Burlingame Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →