RIA Intel›Advisers›Georgia›BROOKWOOD WEALTH ADVISORS, LLC

BROOKWOOD WEALTH ADVISORS, LLC

Advisory

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$209K

across 65 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$13M

Non-Discretionary AUM$181K

Discretionary %98.7%

Total Clients61

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

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

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$14M

DENTAL RETIREMENT STRATEGIES, INC.

$14M

AF CAPITAL MANAGEMENT, LLC

$14M

GAMSG FINANCIAL ADVISORS LLC

MCDONOUGH, GA

$13M

OBN WEALTH ADVISORS LLC

$14M

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