


Burling Wealth Partners Revenue
Financial Services • Chicago, Illinois, United States • 1-10 Employees
Burling Wealth Partners revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contacts at Burling Wealth Partners
Steven Resnik
Managing Director
Zachary Patzik
Managing Director, Senior Wealth Advisor
Mark Resnik
Managing Director
Abby Davis
Managing Director, Client Services
Company overview
| Headquarters | One South Wacker Drive, Suite 2150, Chicago, IL 60606, US |
| Website | |
| NAICS | 52 |
| Keywords | Registered Investment Advisor, Family Office, Wealth Management, Retirement Planning, Fixed Income, Fiduciary, Financial Planning, Investment Management, Alternatives, Equity Strategies, Tax & Estate Guidance |
| Employees | 1-10 |
Burling Wealth Partners Email Formats
Burling Wealth Partners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@burlingwp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@burlingwp.com | 100% |
About Burling Wealth Partners
Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions. We are committed to our role as Fiduciary Advisors — guided by the principle that advice should be straightforward, customized, and given without bias. We put our client’s interests first and have a transparent fee structure that aligns our objectives with our clients. Information provided within this platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Burling Wealth Partners and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and the possible loss of principal.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Burling Wealth Partners has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Burling Wealth Partners has never raised funding before.
Burling Wealth Partners Tech Stack
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Frequently asked questions
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