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Burkholder Wealth Management Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

Burkholder Wealth Management is a small financial services firm based in Tulsa, Oklahoma, founded in 2019. It prioritizes personalized wealth management over a volume-driven approach, relying on thorough analysis and cross-domain coordination to shape each client's strategy. To preserve depth of expertise, no advisor at the firm serves more than 100 clients by design. 

The firm targets clients who want a customized, comprehensive wealth plan, particularly those with complex planning needs. Its service model integrates portfolio management with tax planning, retirement planning, wealth transfer, business planning, and executive benefits to form a cohesive plan. Within the financial services industry, it operates as a small, client-focused alternative to larger, high-volume advisory platforms, based in Tulsa.

Find Burkholder Wealth Management employees' phone numbers or email addresses

Burkholder Wealth Management Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Burkholder Wealth Management's Leadership

  • Stylized image of a person
    E. B.
    Founder And Wealth Manager
    Mobile Phone
  • Stylized image of a person
    D. B.
    Business Owner
    Mobile Phone
  • Stylized image of a person
    C. G.
    Director Of Client Service And Operations
    Mobile Phone
  • Stylized image of a person
    J. H.
    Senior Advisor & Attorney
    Mobile Phone

Burkholder Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Other

Contact profiles from Burkholder Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. B.
    Founder And Wealth Manager
    Mobile Phone
    United StatesOklahoma
    Apr 09, 2026
  • Stylized image of a person
    D. B.
    Business Owner
    Mobile Phone
    United StatesMaryland
    Apr 16, 2026
  • Stylized image of a person
    C. G.
    Director Of Client Service And Operations
    Mobile Phone
    United StatesOklahoma
    Oct 22, 2024
  • Stylized image of a person
    J. H.
    Senior Advisor & Attorney
    Mobile Phone
    United StatesOklahoma
    Feb 18, 2026

Frequently Asked Questions

What is Burkholder Wealth Management known for?

Minus sign iconPlus sign iconBurkholder Wealth Management was founded in 2019 operates in the Financial Services industry. Explore Burkholder Wealth Management's company overview page for more information.

What is Burkholder Wealth Management's most common email format?

Minus sign iconPlus sign iconBurkholder Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Burkholder Wealth Management email formats with LeadIQ.

How many employees does Burkholder Wealth Management have currently?

Minus sign iconPlus sign iconBurkholder Wealth Management has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Burkholder Wealth Management's key employees and leadership?

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As of August 2026, Burkholder Wealth Management's key employees include:

  • Founder And Wealth Manager: E. B.
  • Business Owner: D. B.
  • Director Of Client Service And Operations: C. G.
  • Senior Advisor & Attorney: J. H.

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