Bourke Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Bourke Wealth Management reports 97 clients. They include 50 individual clients, 46 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 98.2% ($139M across 253 accounts) are managed with discretion; $2.62M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 10% |
| High-net-worth individuals | 47% | 89% |
| Pension and profit-sharing plans | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 50 | $14M | 9.9% | $280K |
| High-net-worth individuals | 46 | $125M | 88.7% | $2.73M |
| Pension and profit-sharing plans | Fewer than 5 | $1.97M | 1.4% | $1.97M |
| Total | 97 | $141M | 100% | — |
- Clients
- 50
- Regulatory AUM
- $14M
- AUM share
- 9.9%
- Avg. per client
- $280K
- Clients
- 46
- Regulatory AUM
- $125M
- AUM share
- 88.7%
- Avg. per client
- $2.73M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.97M
- AUM share
- 1.4%
- Avg. per client
- $1.97M
Total
- Clients
- 97
- Regulatory AUM
- $141M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Bourke Wealth Management charges up to 2.25% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Family Office Concierge Services
- Billed hourly under a separate agreement at up to $350 an hour for an adviser and $125 an hour for administrative staff.
- Financial Planning and Consulting
- Billed hourly at up to $350 an hour, or as a flat fee of up to $50,000. No retainer above $1,200 is required when services cannot start within six months.
- Retirement Plan Consulting
- Billed as a percentage of plan assets under management, not to exceed 1.00%, with fee terms set in the signed agreement.
The Suzette Trust owns 75% or more of Bourke Wealth Management. The leadership team of Bourke Wealth Management includes President Kevin Bourke. It has 4 employees.
Leadership
Kevin BourkePresident and Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of Bourke Wealth Management
The Suzette Trust
Control person · since June 2019
Kevin Bourke
Sole trustee · Control person · since July 2018
Bourke Wealth Management’s regulatory assets grew from $114M (February 2021) to $141M (February 2026); clients rose from 84 to 97 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $141M | 97 | 4 | 1 |
| March 2025 | $122M | 91 | 4 | 1 |
| February 2024 | $116M | 85 | 4 | 1 |
| April 2023 | $108M | 89 | 3 | 1 |
| February 2022 | $120M | 89 | 3 | 1 |
| February 2021 | $114M | 84 | 3 | 1 |
Besides its headquarters, Bourke Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 222 East Canon Perdido Street,, Suite 305, Santa BarbaraHQ
Contact and registration details
- Legal name
- Bourke Wealth Management
- Headquarters
- 222 East Canon Perdido Street,, Suite 305, Santa Barbara, CA 93101
- Website
- bourkewealth.com
- Phone
- 805-966-2122
- @bourke-wealth-management
- SEC file
- 801-117257
- Structure
- California corporation
- Fiscal year end
- December
Bourke Wealth Management uses Charles Schwab ($139M) as custodian for its separately managed accounts. Bourke Wealth Management has custody of $61.4M in client assets for 52 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $139M100%
At year end, Bourke Wealth Management’s separately managed accounts were mostly in stocks (94%).
What the accounts hold
- Stocks94%
- Bonds4%
- Cash2%
How many clients does Bourke Wealth Management have?
Bourke Wealth Management has 97 clients and manages $141 million for them, as of February 2026. They include 50 individual clients, 46 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 February 2026
What services does Bourke Wealth Management offer?
Bourke Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bourke Wealth Management charge?
Bourke Wealth Management charges up to 2.25% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: FORM ADV PART 2A: FIRM BROCHURE, filed 13 February 2026
Which custodians does Bourke Wealth Management use?
Bourke Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $139M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026
How many financial advisors does Bourke Wealth Management have?
Bourke Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bourke Wealth Management invest in?
At the end of its last fiscal year, Bourke Wealth Management’s separately managed accounts held 94% exchange-traded equities, 4% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Bourke Wealth Management have a minimum investment?
Yes, Bourke Wealth Management’s minimum account size for its Comprehensive Portfolio Management is $500K.
Source: FORM ADV PART 2A: FIRM BROCHURE, filed 13 February 2026
Who owns Bourke Wealth Management?
Bourke Wealth Management’s direct owner is the Suzette Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 February 2026
How does Bourke Wealth Management get paid?
Bourke Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bourke Wealth Management?
Bourke Wealth Management’s main office is at 222 East Canon Perdido Street,, Suite 305, Santa Barbara, CA 93101. Its phone number is 805-966-2122. Its website is bourkewealth.com.