Bourke Wealth Management
● SEC registered since 2019CRD 297957SEC# 801-117257Santa Barbara, CA
Reg. AUM
$141.4M
Employees
4
Accounts
256
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 $141.4 million in regulatory assets under management and employs 4 people.
Bourke Wealth Management owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Robert Bourke Control | President And Chief Compliance Officer | Under 5% | 2018 |
| The Suzette Trust Control | Owner | Over 75% | 2019 |
| Kevin Robert Bourke Control | Sole Trustee | — | 2018 |
Frequently asked questions
How much does Bourke Wealth Management manage?
Bourke Wealth Management reports $141.4 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
| Address | 222 East Canon Perdido Street,, Suite 305, Santa Barbara, CA 93101 |
| Phone | (805) 966-2122 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.4M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$141.4Mregulatory AUM
Discretionary $138.8MNon-discretionary $2.6M