Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for burney wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for burney wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About burney wealth
Fiduciary financial planning and investment management firm. Burney Wealth Management offers services such as financial planning, retirement planning, and investment management. The team includes experienced professionals with various certifications and memberships, and follows a process that includes a discovery meeting, financial plan implementation, and a custom financial roadmap. They manage and trade investment strategies and client portfolios, and have professionals with designations such as CFA, CAIA, CFP, and AIF.
- Sector
- Financial Services
- HQ
- Reston, VA, United States
- Employees
- 39
- Website
- burneywealth.com/
- Ownership
- Privately Held (no backing)
burney wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in burney wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on burney wealth in its N-PORT filings yet. We sweep new filings monthly.