BROOKLINE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$148,957,646
Discretionary
$144,291,706
Non-discretionary
$4,665,940
Firm details
- CRD number
- 322787
- SEC file number
- 801-130965
- Main office
- AUSTIN, TX, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://brooklinewealth.com/
- Fee structure
-
Fixed fees
As of November 2026.