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Bourke Wealth Management

● SEC registered since 2019CRD 297957SEC# 801-117257Santa Barbara, CA
Export (members)
Reg. AUM
$121.5M
Employees
4
Accounts
244
Location
Santa Barbara, CA

Bourke Wealth Management assets under management

Bourke Wealth Management is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2019. It reports $121.5 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/bourke-wealth-managementView on SEC.gov ↗

Bourke Wealth Management owners & executives

3 reported
NameTitleOwnershipSince
Kevin Robert Bourke ControlPresident And Chief Compliance OfficerUnder 5%2018
The Suzette Trust ControlOwnerOver 75%2019
Kevin Robert Bourke ControlSole Trustee—2018

Frequently asked questions

How much does Bourke Wealth Management manage?

Bourke Wealth Management reports $121.5 million in regulatory assets under management on its Form ADV.

How many employees does Bourke Wealth Management have?

Bourke Wealth Management reports 4 employees.

Where is Bourke Wealth Management located?

Bourke Wealth Management is based in Santa Barbara, CA and has been SEC-registered since 2019.

Does Bourke Wealth Management disclose fund performance?

Bourke Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address222 East Canon Perdido Street,, Suite 305, Santa Barbara, CA 93101
Phone(805) 966-2122
Office hours8a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.8M
Non-discretionary$2.7M
Total (RAUM)$121.5M