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Bourke Wealth Management

Bourke Wealth Management. CRD 297957

Bourke Wealth Management logo

CRD: 297957

Bourke Wealth Management

Santa Barbara, CA, 93101
8059662122
bourkewealth.com
$141.4M Total AUM
$138.8M Disc. AUM
-- 3Y CAGR
4 Employees
97 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Quantum
Established Date
08-26-2019
Office Locations
2

Office Locations

222 East Canon Perdido Street, Suite 305 Santa Barbara CA
-- Vancouver WA

About Bourke Wealth Management

Bourke Wealth Management is a Santa Barbara-based, family-run fiduciary RIA led by advisor Kevin Bourke (in practice since 1987) alongside daughters Olivia and Rachael. The team serves retirees and pre-retirees seeking steady growth without unnecessary risk, providing investment management plus tax, estate, insurance, and philanthropic planning. Portfolios are primarily ETF-based, with custody including Schwab, and planning led by CFP/ChFC professionals.

Team overview

-- AVG AGE
$35.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Pioneer ember North Pioneer Beacon Beacon

Client Personas

Glacier Beacon

Custodian

Insight vertex Delta Focus vital Eagle pathway Pathway ridge Signal quantum

Investment Themes

Eagle harbor Legacy oak Unison zenith Foundation horizon Catalyst quantum Zenith north

Investment Vehicles

Summit peak Focus

Platform

Atlas harbor

Services

Catalyst Vertex Atlas value North timber Catalyst meridian Timber matrix Foundation prime Bridge Zenith beacon Frontier optima Matrix

Technology

Alpha

Owner & Executives

KEVIN ROBERT BOURKE

KEVIN ROBERT BOURKE

Chief Compliance Officer, President, Wealth Manager

CRD
#1660351
Ownership
Less than 5%
(824) 869-6063
vital.signal@zenithcapital.com
in linkedin.com/in/frontier-wave

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Contacts

Olivia Bourke

Olivia Bourke

Owner

CRD
#7049195
(384) 314-5736
beacon.ridge@eaglecapital.com
in linkedin.com/in/meridian-ridge
RACHAEL ANGELI BOURKE

RACHAEL ANGELI BOURKE

Consultant

CRD
#7203086
(822) 228-7573
matrix.unison@foundationcapital.com
in linkedin.com/in/pathway-harbor
E

Ember vertex

Timber unison summit

CRD
#24304
(428) 508-1675
vector.frontier@fusioncapital.com
in linkedin.com/in/vital-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-17-2022
11-17-2023
09-16-2024
03-24-2025
02-13-2026
Category Assets AVG. Account size
Discretionary $138,828,369 $548,729
Non-Discretionary $2,615,088 $871,696
Total $141,443,457 $552,514

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Separately Managed Accounts

Total SMA Asset: $141,443,457

$141.4M Total SMA
Equity - Exchange:
46.3%
Municipal Bonds:
44.4%
Cash:
9.3%
Asset class Assets Assets %
Equity - Exchange $2,386,464,659 46.3%
Municipal Bonds $2,288,531,984 44.4%
Cash $479,354,673 9.3%
Total $5,154,351,316 100.0%

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