BOURKE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2019

Total AUM

$141M

Discretionary

$139M

98% of AUM

Avg account

$553K

Accounts

256

Employees

Advisory reps

Firm details

Headquarters: SANTA BARBARA, California
CRD number: 297957
Registered since: August 26, 2019
Website: www.bourkewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.73%
Individuals9.88%
Pension & Profit Sharing Plans1.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bourke Wealth Management is an independent, SEC-registered registered investment adviser organized as a corporation. Registered in 2019, the firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not report that it pursues ESG investing as a policy. Industry affiliation information lists an insurance company relationship; the firm also identifies as having both a domestic entity and individual owner structure.