1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BOURKE WEALTH MANAGEMENT

Map pinSANTA BARBARA, CA
Phone(805) 966-2122
NotebookSEC #801-117257
Total AUM
$141.4M
Employees
4
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 EAST CANON PERDIDO STREET,
SUITE 305
SANTA BARBARA
CA 93101
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
(805) 966-2122

ReceiptFinancials

Total AUM
$141.4M
Accounts
256
Discretionary
$138.8M
Accounts
253
Non-Discretionary
$2.6M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
50
AUM
$14M
HNW Individual Clients
46
AUM
$125.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMD

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account