Falists
← Back to search

BROOKLINE WEALTH, LLC

CRD 322787 · SEC 801-130965

Visit website

1000 WESTBANK DR. BUILDING 3, AUSTIN, TX, 78746, United States

Phone

512-222-9169

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$149.0M

Discretionary AUM

$144.3M

Team

6 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (individuals)Selection of other advisersWEALTH ADVISORY OVERSIGHT SERVICES

Client types

TypeClientsAUM
High net worth individuals31$144.6M
Charitable organizations1$4.3M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD