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Bourke Wealth Management

CRD 297957  ·  Santa Barbara, CA  ·  $141.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
297957
SEC number
801-117257
Firm type
RIA
Assets under management
$141.4M as of Feb 13, 2026
Website
www.linkedin.com/company/bourke-wealth-management ↗
Phone
(805) 966-2122
Address
222 East Canon Perdido Street,, Santa Barbara, CA, 93101

Advisors at this firm

4 in our index · page 1 of 1

  • Kevin Robert BourkeCRD 1660351 · Santa Barbara, CA
    IA RegisteredRegistration inactive
  • Rachael Angeli BourkeCRD 7203086 · Vancouver, WA
    IA RegisteredRegistration inactive
  • Olivia BourkeCRD 7049195 · Santa Barbara, CA
    IA Registered
  • John Andrew LeeCRD 1739880 · Santa Barbara, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–4 of 4

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 297957 ↗ FINRA BrokerCheck record for firm CRD 297957 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.