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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bourke Wealth Management
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|---|---|
| CRD # | 297957 |
| SEC # | 801-117257 |
| CIK # | |
| AUM | $121.5 M (2025-03-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 805-966-2122 |
| Address | 222 East Canon Perdido Street, Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 18.8 |
| (b) Individuals (high net worth individuals) | 39 | 100.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 244 | 121.5 |
| By Discretionary | ||
| Discretionary | 240 | 118.8 |
| Non-Discretionary | 4 | 2.7 |
| Total | 244 | 121.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.5 | |
| Total | 244 | 121.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Networth Financial Services LLC
✚
|
GA | 0.1 |
|
PMG Family Office LLC
✚
|
TX | 0.1 |
|
Markle Financial LLC
✚
|
WY | 0.1 |
|
Curtis Wealth Management LLC
✚
|
NV | 0.1 |
|
Ashbay Capital LLC
✚
|
NY | 0.1 |
|
ATFS Advisers LLC
✚
|
0.1 | |
|
Mueller Wealth LLC
✚
|
WI | 0.1 |
|
The Cerato Group LLC
✚
|
NH | 0.1 |
|
Total Wealth Services LLC
✚
|
CA | 0.1 |
|
Mench Financial Inc
✚
|
OH | 0.1 |