National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > santa barbara

BOURKE WEALTH MANAGEMENT

Tel: (805) 966-2122
222 East Canon Perdido Street,
Suite 305
Santa Barbara, California  93101

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

BOURKE WEALTH MANAGEMENT

BOURKE WEALTH MANAGEMENT is a Santa Barbara, California based financial advisory firm with nearly $115,922,161 in assets under management and provides investment advisory services for 274 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

297957

SEC#:

801-117257

No. of Clients:

274

Assets under Management

$115,922,161

No. of Advisors:

4

More Financial Advisory Firms in Santa Barbara, California

More Firms in Santa Barbara, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 FinancialAdvisor.net. All Rights Reserved.