Olivia Bourke has been an investment adviser representative at Bourke Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners.
Bourke Wealth Management is a Santa Barbara, CA firm with $141M under management, 97 clients and 4 advisers in one office, as of its February 2026 filing.
- Bourke Wealth ManagementCurrent– present · 3 yearsSanta Barbara, CA · Adviser representative · Firm CRD 297957
Investment adviser representative registrations
Olivia Bourke is registered as an investment adviser representative in 2 states. The first approvals date from October 2023; the most recent is Maryland, in September 2024.
- CaliforniaSince 3 October 2023
- MarylandSince 19 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7049195
- Firm
- Bourke Wealth Management · CRD 297957
- Office
- 222 EAST CANON PERDIDO STREET,, SUITE 305, Santa Barbara, CA 93101
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Olivia Bourke work?
Olivia Bourke is an investment adviser representative registered through Bourke Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Olivia Bourke a financial advisor?
Yes. Olivia Bourke has a current investment-adviser registration in California and Maryland, through Bourke Wealth Management since October 2023.
How many years of experience does Olivia Bourke have?
Olivia Bourke has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Olivia Bourke passed?
Olivia Bourke passed the Series 65 in February 2020.
Where is Olivia Bourke based?
Olivia Bourke’s registered office is in Santa Barbara, CA.
Is Olivia Bourke registered with FINRA?
No. Olivia Bourke has no current broker registration.
How can I verify Olivia Bourke’s record?
Search CRD 7049195 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Olivia Bourke’s full registration record.
