# BOURKE WEALTH MANAGEMENT

BOURKE WEALTH MANAGEMENT of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 297957
- Type: SEC-registered investment adviser
- SEC file number: 801-117257
- Location: 222 EAST CANON PERDIDO STREET,, SUITE 305, SANTA BARBARA, CA, 93101
- Phone: (805) 966-2122
- Latest filing: 2026-02-13
- Regulatory AUM: $141.4M
- Discretionary AUM: $138.8M
- Non-discretionary AUM: $2.6M
- Clients: 4
- Accounts: 256

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Robert Bourke | PRESIDENT AND CHIEF COMPLIANCE OFFICER; SOLE TRUSTEE | — |
| BOURKE KEVIN ROBERT | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER; SOLE TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297957/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297957/similar
- Related entities: https://search.stillhousedata.com/firm/297957/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297957

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.