BOURKE WEALTH MANAGEMENT
CRD #297957 SEC #801-117257 SANTA BARBARA, CA (805) 966-2122
SEC Registered
Total AUM
$121.5M
Discretionary
$118.8M
Employees
4
Clients
0
Accounts
244
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $121.5M | $118.8M | $2.7M | 4 | 0 |
| Sep 2024 | $115.9M | $111.6M | $4.3M | 4 | 0 |
| Feb 2024 | $115.9M | $111.6M | $4.3M | 4 | 0 |
| Nov 2023 | $107.6M | $106.3M | $1.3M | 3 | 0 |
| Sep 2023 | $107.6M | $106.3M | $1.3M | 3 | 0 |
| Apr 2023 | $107.6M | $106.3M | $1.3M | 3 | 0 |
| Feb 2023 | $107.6M | $106.3M | $1.3M | 3 | 0 |
| Feb 2022 | $120.4M | $119M | $1.4M | 3 | 0 |
| Feb 2022 | $120.4M | $119M | $1.4M | 3 | 0 |
| Feb 2021 | $114.5M | $113.3M | $1.2M | 3 | 0 |
| Oct 2020 | $104.8M | $104M | $808.5K | 4 | 0 |
| Jul 2020 | $104.8M | $104M | $808.5K | 4 | 0 |
| Jun 2020 | $104.8M | $104M | $808.5K | 4 | 0 |
| May 2020 | $104.8M | $104M | $808.5K | 4 | 0 |
| Mar 2020 | $104.8M | $104M | $808.5K | 4 | 0 |
| Nov 2019 | $100.2M | $99.4M | $806.7K | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 4 | 0 |
| Jul 2019 | $0 | $0 | $0 | 4 | 0 |
| Jul 2018 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$121.5M
Discretionary$118.8M
Non-Disc.$2.7M
Employees4
Clients0
DateSep 2024
Total AUM$115.9M
Discretionary$111.6M
Non-Disc.$4.3M
Employees4
Clients0
DateFeb 2024
Total AUM$115.9M
Discretionary$111.6M
Non-Disc.$4.3M
Employees4
Clients0
DateNov 2023
Total AUM$107.6M
Discretionary$106.3M
Non-Disc.$1.3M
Employees3
Clients0
DateSep 2023
Total AUM$107.6M
Discretionary$106.3M
Non-Disc.$1.3M
Employees3
Clients0
DateApr 2023
Total AUM$107.6M
Discretionary$106.3M
Non-Disc.$1.3M
Employees3
Clients0
DateFeb 2023
Total AUM$107.6M
Discretionary$106.3M
Non-Disc.$1.3M
Employees3
Clients0
DateFeb 2022
Total AUM$120.4M
Discretionary$119M
Non-Disc.$1.4M
Employees3
Clients0
DateFeb 2022
Total AUM$120.4M
Discretionary$119M
Non-Disc.$1.4M
Employees3
Clients0
DateFeb 2021
Total AUM$114.5M
Discretionary$113.3M
Non-Disc.$1.2M
Employees3
Clients0
DateOct 2020
Total AUM$104.8M
Discretionary$104M
Non-Disc.$808.5K
Employees4
Clients0
DateJul 2020
Total AUM$104.8M
Discretionary$104M
Non-Disc.$808.5K
Employees4
Clients0
DateJun 2020
Total AUM$104.8M
Discretionary$104M
Non-Disc.$808.5K
Employees4
Clients0
DateMay 2020
Total AUM$104.8M
Discretionary$104M
Non-Disc.$808.5K
Employees4
Clients0
DateMar 2020
Total AUM$104.8M
Discretionary$104M
Non-Disc.$808.5K
Employees4
Clients0
DateNov 2019
Total AUM$100.2M
Discretionary$99.4M
Non-Disc.$806.7K
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0