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Olivia Bourke

Bourke Wealth Management

Santa Barbara, CA

CRD 7049195

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Employer firm

Bourke Wealth Management CRD 297957

$141M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bourke Wealth Management

222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-09-19
CA RA APPROVED 2023-10-03
  • MD RA
    APPROVED
    Since 2024-09-19
  • CA RA
    APPROVED
    Since 2023-10-03

Branch Locations

222 East Canon Perdido Street, Suite 305, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Flagstaff AZ 08/2013 05/2017
Walt Disney Company Lake Buena Vista FL 06/2017 01/2018
Marriott Greenwood Village CO 02/2018 12/2018
Lpl Dba Bwm Santa Barbra CA 01/2019 09/2019
Bourke Wealth Management Santa Barbara CA 09/2019 Present
  • 08/2013 → 05/2017
    Student
    Flagstaff, AZ
  • 06/2017 → 01/2018
    Walt Disney Company
    Lake Buena Vista, FL
  • 02/2018 → 12/2018
    Marriott
    Greenwood Village, CO
  • 01/2019 → 09/2019
    Lpl Dba Bwm
    Santa Barbra, CA
  • 09/2019 → Present
    Bourke Wealth Management
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-13
  • S65 Uniform Investment Adviser Law Examination
    2020-02-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

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