BOURKE WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $141.4M |
| Discretionary | $138.8M98% of AUM |
| Non-Discretionary | $2.6M |
| Client Accounts | 256 |
| Avg Account Size | $553K |
| Employees | 4 |
| Peak AUM | $141.4MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $141M | +16.4% | +9.6% | +4.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $141.4M |
| Discretionary | $138.8M |
| Employees | 4 |
| Client Accounts | 256 |
| Client Range | 0 |
Contact & Location
Address
222 EAST CANON PERDIDO STREET,
SANTA BARBARA CA 93101
Phone
(805) 966-2122
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$139M
98.2% of AUM
Non-Discretionary
$3M
1.8% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Pension Consultant