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BOURKE WEALTH MANAGEMENT
CRD 297957 · SEC 801-117257
222 EAST CANON PERDIDO STREET,, SUITE 305, SANTA BARBARA, CA, 93101, United States
Phone
(805) 966-2122
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.4M
Discretionary AUM
$138.8M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $14.0M |
| High net worth individuals | 46 | $125.5M |
| Pension/profit sharing plans | 1 | $2.0M |
States served
CA, MD
All web addresses on file
Official SEC filing: View on IAPD