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BROOKER WEALTH MANAGEMENT
JOHN W. BROOKER & CO., CPAS, PC
CRD 105437 · SEC 801-19247
7677 OAKPORT STREET, SUITE 300, OAKLAND, CA, 94621, United States
Phone
510-638-1815
Fax
510-746-5919
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.4M
Discretionary AUM
$136.4M
Team
10 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $11.4M |
| High net worth individuals | 24 | $89.9M |
| Pension/profit sharing plans | 12 | $35.0M |
States served
CA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD