Burlingame Wealth Management, LLC

Burlingame Wealth Management is a solo independent advisory firm that provides portfolio management and financial planning primarily to high‑net‑worth individuals and to pooled investment vehicles. The firm manages roughly $83.1 million in regulatory assets for about 34 clients and generally accepts new clients with an aggregate minimum of $750,000.

The firm follows an evidence‑based, long‑term investment approach that emphasizes broad diversification, systematic factor exposures, and implementation largely through institutional mutual funds and ETFs. Client accounts are managed on a non‑discretionary basis with written investment policy statements, quarterly reviews and rebalancing, and client approval required for transactions outside the agreed policy.

What distinguishes the firm from many peers is the combination of its legal practice affiliation and its role with private pooled vehicles: the firm’s owner is an active practicing attorney (spending roughly 40% of his time on legal work) and the firm serves as a sub‑adviser to a private Delaware limited partnership, receiving a portion of the Fund’s management fees and incentive allocation for designated assets while not charging its standard advisory fee on those invested assets. The firm’s primarily non‑discretionary management model and limited client base (no retail/non‑HNW clientele) also set it apart from most independent advisers.