SANTA BARBARA, CACRD 297957Latest ADV February 13, 2026
Bourke Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated February 13, 2026, reports $141M in regulatory assets under management, 4 employees, and 256 accounts.
Assets Under Management
$141M
Employees
4
Offices
--
Total Clients
97
Primary office
SANTA BARBARA, CA
222 EAST CANON PERDIDO STREET, SUITE 305, SANTA BARBARA, CA, United States
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
50
2
HNWI
47.4%
46
3
Pension Plans
1.0%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of February 13, 2026
Discretionary98.2%
$139M
98% of total RAUM98.2%
Non-discretionary1.8%
$3M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$141M
Total Accounts256
10Y AUM Change+$141M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.