Paul Burke

Employer firm

Vortalis Wealth Management LLC CRD 340582

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Vortalis Wealth Management Llc

El Dorado Hills, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-18

CA RA
APPROVED

Since 2026-03-18

Branch Locations

El Dorado Hills, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Helios Quantitative Research	Granite Bay	CA	04/2020	Present
Patra Corporation	El Dorado Hills	CA	07/2016	04/2020
Vortalis Wealth Management Llc	El Dorado Hills	CA	01/2026	Present

04/2020 → Present

Helios Quantitative Research

Granite Bay, CA
07/2016 → 04/2020

Patra Corporation

El Dorado Hills, CA
01/2026 → Present

Vortalis Wealth Management Llc

El Dorado Hills, CA

Other Businesses

Helios Quantitative Research; Investment related; 8757 Auburn-Folsom Rd. Suite 2371 Granite Bay, CA 95746; Investment Research; Chief Operating Officer; 04/2020; 160 hrs. mo; oversees day-to-day company operations including research, business consulting and client experience.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-04

S65 Uniform Investment Adviser Law Examination

2025-01-04

View on SEC IAPD