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BROOKS WEALTH MANAGEMENT LLC

Advisory

WESTLAKE VILLAGE, CA

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in CA
#4,631
of 5,480 advisers by AUM
Average account
$125K
across 84 accounts
AUM per adviser
$11M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM
$11M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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