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The Suzette Trust

OwnerBourke Wealth Management

About The Suzette Trust

The Suzette Trust is listed as Owner at Bourke Wealth Management in Santa Barbara, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Bourke Wealth Management
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Suzette Trust work?

The Suzette Trust is listed as Owner at Bourke Wealth Management on SEC Form ADV.

How much of Bourke Wealth Management does The Suzette Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Bourke Wealth Management

TitleOwner
OwnershipOver 75%
Control personYes
Since2019