Burling Wealth Partners, LLC
Burling Wealth Partners, LLC is an SEC-registered investment advisory firm headquartered in Chicago, Illinois. Founded by veteran wealth advisor Mark Resnik and investment manager Steven Resnik, the firm is owned by the BWP Irrevocable Trust, Mark Resnik, and Steven Resnik. It provides investment management and financial planning services to individuals (including high-net-worth clients), family offices, trusts, estates, private foundations, corporations, charitable organizations, and qualified retirement plans. The firm is structured to ensure clients' best interests drive practices and recommendations and operates with a fiduciary standard, upholding duty of loyalty, fairness, and good faith. As of 2025, the firm manages over $750 million in assets and consists of a small, experienced team of industry professionals.
Investment Strategy
Burling Wealth Partners provides personalized investment management and financial planning, offering both discretionary and non-discretionary services. The firm works closely with clients to identify investment goals, risk tolerance, and financial situations before designing customized portfolio strategies. Portfolios typically comprise equity securities (stocks), fixed income securities (bonds), mutual funds, ETFs, REITs, alternative investments, and other vehicles as suited to client objectives. The advice is tailored to individual client needs and includes asset allocation planning, manager selection, and robust reporting. The firm’s philosophy emphasizes aligning strategies with the client’s long-term interests while providing transparent fees and leveraging modern technologies.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.09% | $33.0M | 66,345 | $424.39 | $497.41 | +$9.3M |
A AMZN | AMAZON COM INC COM | 4.63% | $25.1M | 114,318 | $219.00 | $219.39 | +$4.3M |
A AAPL | APPLE INC COM | 4.42% | $23.9M | 116,636 | $249.85 | $205.17 | -$1.7M |
N NVDA | NVIDIA CORPORATION COM | 3.63% | $19.7M | 124,482 | $137.87 | $157.99 | +$9.3M |
V VO | VANGUARD MID-CAP ETF | 3.56% | $19.3M | 68,874 | $264.13 | $279.83 | +$1.4M |