Overview
Assets Under Management: $141 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
BOURKE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297957), BOURKE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BOURKE WEALTH MANAGEMENT is headquartered in SANTA BARBARA, CA.
BOURKE WEALTH MANAGEMENT serves 46 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, BOURKE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BOURKE WEALTH MANAGEMENT manages $141 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, BOURKE WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.73
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 256
Discretionary Accounts: 253
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 297957
Filing ID: 2052991
Last Filing Date: 2026-02-13 11:17:41