{"url":"https://nivawealth.com/firms/bourke-wealth-management-297957","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/297957","regulatoryAum":141443457,"crd":"297957","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1660351","suffix":null,"lastName":"BOURKE","firstName":"KEVIN","middleName":"ROBERT"},{"crd":"7049195","suffix":null,"lastName":"Bourke","firstName":"Olivia","middleName":null},{"crd":"7203086","suffix":null,"lastName":"BOURKE","firstName":"RACHAEL","middleName":"ANGELI"},{"crd":"1739880","suffix":null,"lastName":"LEE","firstName":"JOHN","middleName":"ANDREW"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-10","regulatoryAum":114455686,"clients":84,"employees":3,"offices":1},{"filedOn":"2022-02-17","regulatoryAum":120358836,"clients":89,"employees":3,"offices":1},{"filedOn":"2023-04-26","regulatoryAum":107561667,"clients":89,"employees":3,"offices":1},{"filedOn":"2024-02-23","regulatoryAum":115922161,"clients":85,"employees":4,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":121521246,"clients":91,"employees":4,"offices":1},{"filedOn":"2026-02-13","regulatoryAum":141443457,"clients":97,"employees":4,"offices":1}],"secFileNumber":"801-117257","legalName":"Bourke Wealth Management","displayName":"Bourke Wealth Management","slug":"bourke-wealth-management-297957","website":"https://bourkewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/297957/dd2411c0edcc2e3a-r1.webp","tone":"light","width":839,"height":200,"sourceUrl":"https://www.bourkewealth.com/","sourceLabel":"Bourke Wealth Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/bourke-wealth-management/","founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"222 East Canon Perdido Street,, Suite 305","city":"Santa Barbara","state":"CA","stateName":"California","country":"United States","postalCode":"93101"},"tradeNames":[],"registration":{"secApproved":"26 August 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1452889.1770833333,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":141443457,"discretionary":138828369,"discretionaryAccounts":253,"nonDiscretionary":2615088,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":50,"regulatoryAum":13981122},{"label":"High-net-worth individuals","clients":46,"regulatoryAum":125496239},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":1966096}],"feePrograms":[{"role":"main","program":"Comprehensive Portfolio Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008818","versionId":1008818,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-13","documentName":"FORM ADV PART 2A: FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":2.25,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Family Office Concierge Services","summary":"Billed hourly under a separate agreement at up to $350 an hour for an adviser and $125 an hour for administrative staff.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008818","versionId":1008818,"submittedOn":"2026-02-13","documentName":"FORM ADV PART 2A: FIRM BROCHURE"},{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008818","versionId":1008818,"submittedOn":"2026-02-13","documentName":"FORM ADV PART 2A: FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Billed as a percentage of plan assets under management, not to exceed 1.00%, with fee terms set in the signed agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008818","versionId":1008818,"submittedOn":"2026-02-13","documentName":"FORM ADV PART 2A: FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:07:22.934312+00:00","documents":[{"name":"FORM ADV PART 2A: FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008818","versionId":1008818,"submittedOn":"2026-02-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":138828369}],"custodyNote":"Bourke Wealth Management has custody of $61.4M in client assets for 52 clients.","otherCustodians":[],"leadership":[{"name":"Kevin Bourke","title":"President and Chief Compliance Officer","crd":"1660351"}],"ownership":[{"label":"The Suzette Trust","detail":"Owner in the 75% or more ownership band and a control person, since June 2019."},{"label":"Kevin Bourke","detail":"Indirect owner: sole trustee of The Suzette Trust and a control person, since July 2018.","parent":"The Suzette Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"222 East Canon Perdido Street,, Suite 305","city":"Santa Barbara","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"805-966-2122","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":94},{"label":"U.S. state and local bonds","percent":4},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"13 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/297957/PDF/297957.pdf","brochureDate":"13 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008818","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bourke Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bourke Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bourke Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bourke Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bourke Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bourke Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Bourke Wealth Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Bourke Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bourke Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bourke Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}