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BURKHOLDER WEALTH MANAGEMENT

EIN 82-1750655-financial services-Latest filing 2025
Plans
1
Retirement
1
$65K assets
Welfare
0
Participants
2
5014 EAST 101ST STREET, 200 - TULSA, OK 74137918-727-7100burkholderwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$65K - 2 part

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Retirement#001

BURKHOLDER WEALTH MANAGEMENT RETIREMENT TRUST

401k

Assets$65K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURKHOLDER WEALTH MANAGEMENT RETIREMENT TRUST401k$65K22025
Retirement plans
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