BOURKE WEALTH MANAGEMENT

BOURKE WEALTH MANAGEMENT of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 297957). Regulatory assets under management: $141.4M.

Registration

CRD: 297957
SEC file number: 801-117257
Type: Registered investment adviser
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

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

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	—