BOURKE WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$141,443,457
Discretionary
$138,828,369
Non-discretionary
$2,615,088
Firm details
- CRD number
- 297957
- SEC file number
- 801-117257
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.