BOURKE WEALTH MANAGEMENT

222 East Canon Perdido Street,
Suite 305
Santa Barbara, California 93101
Tel: (805) 966-2122

About BOURKE WEALTH MANAGEMENT

BOURKE WEALTH MANAGEMENT, formally registered with the SEC as BOURKE WEALTH MANAGEMENT. The firm was established in 08/26/2019. They have over 1 offices throughout the country.

BOURKE WEALTH MANAGEMENT is a Santa Barbara, California based Financial Planning firm with nearly $115,922,161 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297957
SEC#	801-117257
Assets Managed by Firm	$115,922,161
No. of Clients	274
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	274	$115,922,161
Individuals (other than high net worth individuals)	45	$16,791,928
High net worth individuals	40	$97,446,437
Pension and profit sharing plans	Fewer than 5 clients	$1,683,796

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