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BOURKE WEALTH MANAGEMENT

SANTA BARBARA, CA · CRD 297957 · IAPD ↗ · (805) 966-2122

$141.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2024 — BOURKE WEALTH MANAGEMENT notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.