Bourke Wealth Management

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Client assets under management

$139,477,361

Clients

48% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,452,889

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Active portfolio management Passive / index investing

Fee options

Fixed

Financial Planning & Consulting flat fees up to $50,000; no retainer exceeding $1,200 when services cannot be rendered within 6 months

Project-based

Financial Planning & Consulting: up to $350/hour; Family Office Concierge Services: up to $350/hour for advisors and $125/hour for administrative staff

Other

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 location

Bourke Wealth Management

222 East Canon Perdido Street,, Suite 305

Santa Barbara CA 93101, United States

Number of offices

Most active in

California · Maryland

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (805) 966-2122

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 with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Brokerage Services LLC and in various other roles prior to joining Bourke Wealth Management. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and emphasizes asset allocation across multiple asset classes, including specialized exposures such as cryptocurrency trusts, and offers a formal Family Office Concierge service.

Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Active portfolio management Passive / index investing

Olivia B

CFP®, Series 65

Santa Barbara, CA

Bourke Wealth Management

Olivia Bourke is a CFP® and Series 65-licensed financial advisor with seven years of experience at Bourke Wealth Management in Santa Barbara, CA. Prior to joining the firm, she held positions at Marriott and the Walt Disney Company. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers specialized services such as Family Office Concierge and cryptocurrency trust products.

Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Active portfolio management Passive / index investing

John L

Series 63

Santa Barbara, CA

Bourke Wealth Management

John Lee is a financial advisor at Bourke Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and UBS Financial Services. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a broad range of analytical methods and emphasizes asset allocation across various investment vehicles, including specialized exposures such as cryptocurrency trusts, and offers a formal Family Office Concierge service.

Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Active portfolio management Passive / index investing

Kevin B

CFP®, ChFC®, Series 63, Series 65

Santa Barbara, CA

Bourke Wealth Management

Kevin Bourke is a CFP® and ChFC® with 35 years of industry experience. He is a principal at Bourke Wealth Management, where he has worked since 2019, following a 16-year tenure at LPL Financial. Outside of advising, he is an author of compliance-approved books intended to support his wealth management practice. 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 employs a variety of analytical methods and offers specialized services such as Family Office Concierge and cryptocurrency trust investments.

Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Active portfolio management Passive / index investing

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