Bourke Wealth Management
Bourke Wealth Management is a privately-held, fee-only fiduciary RIA in Santa Barbara, California, providing investment management, tax, estate, insurance, and philanthropic planning to retirees and pre-retirees with $2 million or more in investable assets.
- Company typePrivate
- Founded1987
- HeadquartersSanta Barbara, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Bourke Wealth Management does
Bourke Wealth Management is a privately-held, fee-only Registered Investment Adviser headquartered at 222 East Canon Perdido Street in Santa Barbara, California. Founded by Kevin Bourke in 1987, the firm operates as a family-run boutique practice with five team members: founder/wealth manager Kevin Bourke, Director of Operations and CFP® Olivia Bourke, Planning Consultant Rachael Bourke, wealth manager John Lee, and administrative assistant Diego Fernandez. The firm serves retirees and pre-retirees in the Santa Barbara region who hold $2 million or more in investable assets, and positions itself as a fiduciary advisor unencumbered by proprietary product sales quotas.
The firm's service offering centers on investment management and extends across four modular planning capabilities — tax planning, estate planning, insurance planning, and philanthropic planning — delivered through personalized financial plans. Client account access is enabled via two third-party platforms: eMoney for financial planning and Schwab Alliance for custody, with no proprietary technology layer of note. Adjacent revenue-adjacent assets include the registered-trademark book 'Make Your Money Last a Lifetime®' by Kevin Bourke (reviewed by Kirkus in 2013, with all revenues directed to Santa Barbara nonprofits), a Vimeo-hosted educational video library, and a Second Opinion Service targeting private fiduciaries.
The commercial model is relationship-driven and consultative: prospects initiate via a contact form, receive an introductory call within two business days, undergo a fit assessment, and proceed to a first advisor meeting that may begin with a complimentary one-hour consultation. Pricing is quote-based on assets under management and is not publicly disclosed; the firm works exclusively with households meeting the $2M asset threshold. Marketing is content-led through an educational blog covering personal finance, IRAs and retirement plans, taxes, and the economy, supplemented by community involvement with local Santa Barbara nonprofits. The firm has no external capital, no subsidiaries, and operates as a standalone family-owned RIA.
Bourke Wealth Management firmographics
Firmographics- Name
- Bourke Wealth Management
- Legal name
- Bourke Wealth Management
- Website
- https://bourkewealth.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Bourke Wealth Management is a privately-held, fee-only fiduciary RIA in Santa Barbara, California, providing investment management, tax, estate, insurance, and philanthropic planning to retirees and pre-retirees with $2 million or more in investable assets.
- Ownership category
- akta.pro rank
Bourke Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Advisory Portfolio Management (Non-Discretionary)Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)
Keywords
Where Bourke Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Santa Barbara
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bourke Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Advisory Services: Fee-based wealth management and financial advisory services for high-net-worth retirees and pre-retirees. As a Registered Investment Adviser, they provide investment management, tax planning, estate planning, insurance planning, and philanthropic planning services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | High-net-worth advisory services (minimum $2M investable assets) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Bourke Wealth Management product offering
Product offeringCore offering
Bourke Wealth Management is a boutique, fee-based Registered Investment Adviser that provides personalized wealth management and financial planning to high-net-worth retirees and pre-retirees. Its core services are investment management, tax planning, estate planning, insurance planning, and philanthropic planning, delivered through a fiduciary, relationship-first model with a $2M minimum investable-asset threshold.
Product overview
Bourke Wealth Management offers a holistic wealth management approach centered on investment management as the core service, complemented by four additional planning modules: Tax Planning, Estate Planning, Insurance Planning, and Philanthropic Planning. The firm provides client account access through eMoney and Schwab Alliance portals, and extends its reach through educational content including the book 'Make Your Money Last a Lifetime®' and a library of financial planning videos.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Core personalized investment management service for clients, focused on building and managing portfolios aligned with goals, risk tolerance, and long-term objectives. Includes asset allocation, ongoing portfolio monitoring, and cost-efficient investing.
- Tax Planning
Quantifiable outcome
- Free initial consultation (first hour)
- +1 more outcomes
Companies that use Bourke Wealth Management
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Bourke Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Bourke Wealth Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
Bourke Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Mercer Advisors: National RIA providing wealth management, tax, estate, and retirement planning to HNW households. Comparable on full-service planning modules and HNW retirees, but operates at national scale and has pursued aggressive advisor roll-ups.
- Edelman Financial Engines: Largest independent RIA in the U.S., serving mass-affluent through HNW households with investment advisory and financial planning. Compares on RIA status and planning-centric offerings but operates at vastly greater scale with both digital and human advisory channels.
- Creative Planning: Large national RIA offering comprehensive wealth management to HNW clients including retirement, tax, and estate planning. Overlaps with Bourke on planning modules and HNW clientele, but operates with hundreds of advisors across multiple offices.
Direct peers
- Carson Group (Carson Wealth): RIA and advisor platform serving HNW clients with retirement and wealth planning emphasis. Comparable on HNW retirement focus and fee-based advisory model, but offers partnership and equity opportunities absent at Bourke.
- Fisher Investments: Large independent RIA serving HNW investors with personalized portfolio management. Directly comparable on business model (fee-only RIA), HNW client focus, and recurring revenue from assets under management, though at significantly larger scale.
- Heritage Financial Services: Boutique RIA serving HNW clients with fee-based wealth management. Comparable as a smaller RIA focused on personalized advice for affluent retirees, though operates across greater geographic footprint.
- Robertson Stephens Wealth Management: RIA and wealth manager focused on HNW individuals and families with personalized planning and investment management. Directly comparable as a fee-based RIA targeting affluent retirees with holistic planning offerings.
- Halbert Hargrove: Long-established Santa Barbara-based RIA serving HNW individuals and families with comprehensive fee-based advisory services. Highly comparable given the same geography (Santa Barbara County), similar HNW retiree focus, and boutique family-run heritage.
- Buckingham Strategic Wealth: RIA serving HNW individuals with goals-based financial planning, evidence-driven investment management, and tax planning. Comparable on RIA structure, HNW/retiree clientele, and comprehensive planning approach.
Emerging players
- Facet Wealth: Tech-enabled RIA offering flat-fee financial planning accessible to mass-affluent through HNW clients. Comparable as an RIA serving individuals with planning needs, though differentiated by digital delivery and significantly lower balance minimums.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Bourke Wealth Management social profiles
Digital presenceBourke Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bourke Wealth Management leadership team
Management profileNumber of profiles
Profiles5 records
Bourke Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bourke Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bourke Wealth Management
What does Bourke Wealth Management do?
Bourke Wealth Management is a boutique, fee-based Registered Investment Adviser that provides personalized wealth management and financial planning to high-net-worth retirees and pre-retirees. Its core services are investment management, tax planning, estate planning, insurance planning, and philanthropic planning, delivered through a fiduciary, relationship-first model with a $2M minimum investable-asset threshold.
Is Bourke Wealth Management a public or private company?
Bourke Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bourke Wealth Management founded?
Bourke Wealth Management was founded in 1987. It employs 1 to 10 people.
Where is Bourke Wealth Management based?
Bourke Wealth Management is headquartered in Santa Barbara, United States, in the North America region.
How does Bourke Wealth Management make money?
One revenue line is on record: advisory Services.
Who are Bourke Wealth Management's main competitors?
Broad incumbents on record are Mercer Advisors, Edelman Financial Engines and Creative Planning. Direct peers are Carson Group (Carson Wealth), Fisher Investments, Heritage Financial Services, Robertson Stephens Wealth Management, Halbert Hargrove and Buckingham Strategic Wealth. Facet Wealth is listed as an emerging player.
Does Bourke Wealth Management have an API?
No public API is recorded for Bourke Wealth Management.
What industry is Bourke Wealth Management in?
Bourke Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.