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
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |