Bourke Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$139,477,361
Clients
96
Advisors
4
of 4 employees
About
Bourke Wealth Management serves individuals, high‑net‑worth clients, trusts, estates and retirement plan sponsors, offering comprehensive portfolio management, financial planning and retirement plan consulting alongside access to third‑party money managers. The firm also provides standalone Family Office Concierge services under separate engagement agreements and delivers both discretionary asset management and standalone planning or consulting engagements, typically billed on an asset‑based fee basis or on hourly/flat‑fee arrangements for planning.
The firm employs a broad set of analytical methods — including fundamental, technical, quantitative and qualitative analysis — and emphasizes asset allocation across individual stocks, bonds, ETFs, mutual funds (including Dimensional products), and third‑party managers, with periodic monitoring and rebalancing. It conducts due diligence on sub‑advisors, treats cash and cash equivalents as an investable asset class in portfolio construction, and may include specialized exposures such as cryptocurrency trusts for clients with suitable risk profiles.
Noteworthy distinctions relative to many peers are the formal Family Office Concierge offering that can include non‑financial tasks and the explicit use of cryptocurrency trust products, both of which are less common among firms of this size. The firm’s client base (about 96 accounts on roughly $141 million in AUM) and the disclosure that representatives are licensed insurance agents highlight a concentration toward higher‑net‑worth clients and potential conflicts that the firm addresses through its disclosures and code of ethics.
Client services
Expertise
Fee options
Financial Planning & Consulting flat fees up to $50,000; no retainer exceeding $1,200 when services cannot be rendered within 6 months
Financial Planning & Consulting: up to $350/hour; Family Office Concierge Services: up to $350/hour for advisors and $125/hour for administrative staff
Account minimum: $500,000 minimum for Comprehensive Portfolio Management and Asset Management services; no minimum for Financial Planning & Consulting clients Fee-only: Financial Planning & Consulting: hourly fees up to $350/hour and flat fees up to $50,000; Family Office Concierge Services: hourly fees up to $350/hour for advisors and $125/hour for administrative staff
Main office
222 East Canon Perdido Street, Suite 305
Santa Barbara CA 93101
Advisors at this office
4
Most active in
California · Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Rachael B
Series 63, Series 65
Santa Barbara, CA
Bourke Wealth Management
Rachael Bourke is a financial advisor at Bourke Wealth Management in Santa Barbara, CA, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a comprehensive analytical approach including fundamental, technical, quantitative, and qualitative analysis, and provides a formal Family Office Concierge service alongside discretionary asset management and standalone consulting engagements.
Olivia B
CFP®, Series 65
Santa Barbara, CA
Bourke Wealth Management
Olivia Bourke is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Bourke Wealth Management since 2019 and has prior experience at Marriott and The Walt Disney Company. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a broad set of analytical methods and offers specialized services such as Family Office Concierge engagements and access to cryptocurrency trust products.
John L
Series 63
Santa Barbara, CA
Bourke Wealth Management
John Lee is a financial advisor at Bourke Wealth Management with 39 years of industry experience. He has held positions at LPL Financial, UBS Financial Services, and Citigroup Global Markets. Lee holds a Series 63 designation and is based in Santa Barbara, CA. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and emphasizes asset allocation across various investment vehicles, including specialized exposures such as cryptocurrency trusts, along with a Family Office Concierge service.
Kevin B
CFP®, ChFC®, Series 63, Series 65
Santa Barbara, CA
Bourke Wealth Management
Kevin Bourke is a CFP® and ChFC® with 36 years of industry experience. He is the founder of Bourke Wealth Management, where he has worked since 2019, following a 16-year tenure at LPL Financial. In addition to his advisory work, Bourke authors compliance-approved books related to his wealth management practice. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary asset management and standalone planning, employing a range of analytical methods and a formal Family Office Concierge service, including access to specialized investments such as cryptocurrency trusts.
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