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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOURKE, KEVIN, ROBERT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| THE SUZETTE TRUST | DE | OWNER | E | Control |
| THE SUZETTE TRUST | DE | OWNER | E | Control |
| THE SUZETTE TRUST | DE | OWNER | E | Control |
| THE SUZETTE TRUST | DE | OWNER | E | Control |
| THE SUZETTE TRUST | DE | OWNER | E | Control |
| THE SUZETTE TRUST | DE | OWNER | E | Control |
| THE SUZETTE TRUST | DE | OWNER | E | Control |
| THE SUZETTE TRUST | DE | OWNER | E | Control |
| THE SUZETTE TRUST | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOURKE, KEVIN, ROBERT | I | THE SUZETTE TRUST | F | Control |
| BOURKE, KEVIN, ROBERT | I | THE SUZETTE TRUST | F | Control |
| BOURKE, KEVIN, ROBERT | I | THE SUZETTE TRUST | F | Control |
| BOURKE, KEVIN, ROBERT | I | THE SUZETTE TRUST | F | Control |
| BOURKE, KEVIN, ROBERT | I | THE SUZETTE TRUST | F | Control |
| BOURKE, KEVIN, ROBERT | I | THE SUZETTE TRUST | F | Control |
| BOURKE, KEVIN, ROBERT | I | THE SUZETTE TRUST | F | Control |
| BOURKE, KEVIN, ROBERT | I | THE SUZETTE TRUST | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (4)
CA CO MD NV
Address
222 EAST CANON PERDIDO STREET,SUITE 305
SANTA BARBARA, CA 93101
United States
Phone: (805) 966-2122