A complete list of active advisors currently associated with Bourke Wealth Management
Warmer can help you find a great advisor at Bourke Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Bourke Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Barbara, CA
| 36
| |
Santa Barbara, CA
| 3
| |
Santa Barbara, CA
| 6
| |
Santa Barbara, CA
| 39
|
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