Olivia Bourke
Investment adviser representative at Bourke Wealth Management
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$141.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Bourke Wealth ManagementSep 2019 to now
- LPL dba BwmJan 2019 to Sep 2019
- MarriottFeb 2018 to Dec 2018
- Walt Disney CompanyJun 2017 to Jan 2018
- StudentAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, MD).
Bourke Wealth Management
$141.4MAssets managed
97Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7049195
- Firm CRD
- 297957