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01.2026

About Burling Wealth Partners

Burling Wealth Partners is a Chicago based, independent, fee-only fiduciary serving high-net-worth individuals and families from coast to coast. We provide comprehensive wealth management services designed to protect and preserve your wealth today, foster sustainable growth for the future, and instill the confidence to focus on what matters most to you and your family. Our client-centric approach ensures tailored strategies that align with your financial goals, offering clarity, simplicity, and long-term security.

Burling Wealth Partners Surpasses $1 Billion in Assets Under Management in First Full Year of Operations

CHICAGO, Jan. 14, 2026 — Burling Wealth Partners, an independent Registered Investment Advisor, announced today that it has surpassed $1 billion in client assets under management as of December 31, 2025. This milestone was achieved entirely through organic growth in the firm’s first full year of business.

Founded in September 2024, Burling Wealth Partners set out with a clear vision: to create a firm that puts clients first, delivers boutique and custom-tailored solutions, leverages technology for efficiency, and fosters a culture of independence and ownership. Clients responded to that vision, and their trust has fueled the firm’s rapid growth.

“We launched Burling Wealth Partners to build a client-first, independent firm and this milestone shows that approach resonates,” said Steven Resnik, Founder and Managing Director of Burling Wealth Partners.

“Our growth reflects the confidence clients have in our team and our ability to deliver personalized solutions,” added Abby Davis, Managing Director, Client Services of Burling Wealth Partners. Since launch, the firm has continued to expand its team of seasoned advisors and client service professionals, deepening the expertise available to families.

Looking ahead, Burling Wealth Partners plans to continue investing in talent, technology, expanding capabilities, and enhancing its client experience while maintaining the boutique-level service and fiduciary commitment that sets it apart.

About Burling Wealth Partners

Headquartered in Chicago, IL, 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.

For more information visit www.burlingwp.com, and for the latest updates, follow Burling Wealth Partners on LinkedIn.

Burling Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Burling may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Note: Assets under management as of December 31, 2025.

Media Contact: info@burlingwp.com

Source: PR Newswire

DisclosuresThe information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

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. Burling Wealth Partners, LLC (“Burling”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Burling may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Additional information about Burling Wealth Partners, LLC is available at burlingwp.com or on the SEC’s website at www.adviserinfo.sec.gov.