# Bourke Wealth Management

Bourke Wealth Management is a Bank / Wealth / Trust based in Santa Barbara, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** Santa Barbara, CA, United States
- **Founded:** 2002
- **Assets under management:** $450M–$550M (Altss estimate)
- **Website:** bourkewealth.com
- **LinkedIn:** https://www.linkedin.com/company/bourke-wealth-management

## Regulatory record

- **CRD number:** 297957
- **SEC file number:** 801-117257
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-13T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297957

## About

Bourke Wealth Management is an SEC-registered investment adviser in Santa Barbara, CA, registered since 2019. The firm manages $141 million in assets, with $139 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Sectors

- Wealth Management

## People

- John Bourke — President

## Questions

### How is Bourke Wealth Management compensated?

Bourke operates on a fee-only basis, charging a percentage of assets under management. The firm does not accept commissions, revenue-sharing, or third-party compensation of any kind — a structure that eliminates the product-placement conflicts common in the broker-dealer channel and aligns the firm's revenue directly with client portfolio outcomes.

### Who runs investment decisions at Bourke Wealth Management?

John Bourke, the firm's founder and president, serves as the lead investment decision-maker. Portfolio construction and equity selection are handled internally by Bourke and a small team of advisors. There is no investment committee, no external CIO, and no model-portfolio provider.

### Does Bourke Wealth Management offer alternative investments or private-market access?

The firm does not operate alternatives funds or private-market vehicles, and it does not routinely source private-company deal flow for clients. Client portfolios are built from public-market instruments — individual equities, bonds, and REITs — with no substantive allocation to venture capital, private equity, or hedge fund structures.

### Where are client assets custodied?

Bourke uses Charles Schwab as its primary custodial partner for client accounts. This third-party custody arrangement provides clients with independent account statements, trade confirmations, and the ability to verify holdings without relying on Bourke's internal records.

### Has Bourke Wealth Management ever faced regulatory action?

Per publicly available SEC and FINRA records, the firm has no disclosed disciplinary events, regulatory sanctions, or client complaints across its entire operating history. The 2025 migration to a cloud-based infrastructure was designed in part to maintain this unblemished compliance record.

### Is Bourke Wealth Management planning to join a consolidator or accept outside investment?

The firm has no disclosed plans to sell to a consolidator, accept private equity capital, or merge into a larger platform. Its governance is structured around a single-owner model with no outside shareholders, a configuration that keeps succession and strategic decisions entirely within John Bourke's control.

## Related profiles

- [Birchwood Investments](https://altss.com/profile/birchwood-investments)
- [BR Wealth Management](https://altss.com/profile/br-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bourke-wealth-management

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