This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$141MItem 5.F on the latest filing (2026-02-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$139M

Private client RAUM

$139MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$35.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

256

Individual clients

50

High net worth clients

46

Custody, client assets

$61.4M

SEC number

801-117257

CRD

297957

Filings on the tape

21

First filed

Jul 15, 2018

Latest filed

Feb 13, 2026

Organised

Corporation, CA

• Occurred

  Jul 15, 2018
  First Form ADV filing

  Bourke Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9f5d0301-4d99-b597-8755-cbf129ee5e30

First observed

Jul 15, 2018

Last observed

Feb 13, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.