Rachael Angeli Bourke
Investment adviser representative at Bourke Wealth Management
10 yearsExperience
1 stateRegistered in
$141.4MFirm assets
7 yearsFirm in business
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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
10 years in the industry.
- Bourke Wealth ManagementOct 2023 to now
- Fidelity Brokerage Services LLCNov 2019 to Sep 2023
- Wilsonville ToyotaAug 2019 to Nov 2019
- Bourke Wealth ManagementMar 2019 to Sep 2019
- Tweedle FarmsJan 2019 to Aug 2019
- Trader Joe'sSep 2018 to Jan 2019
- Martial Arts Family FitnessMay 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7203086
- Firm CRD
- 297957