Bourke Wealth Management
Bourke Wealth Management is an SEC-registered wealth manager in Santa Barbara, CA with $141.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Bourke Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297957, SEC 801-117257, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $141.4M (2026-02-13)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 4
- Clients
- 97
- CRD
- 297957
- Ownership
- BOURKE, KEVIN, ROBERT; THE SUZETTE TRUST
How much AUM does Bourke Wealth Management have?
Bourke Wealth Management reported $141.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Bourke Wealth Management?
Disclosed owners and executives of Bourke Wealth Management include BOURKE, KEVIN, ROBERT, THE SUZETTE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.