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BROOKS WEALTH MANAGEMENT
BROOKS WEALTH MANAGEMENT LLC
CRD 332237
2555 TOWNSGATE RD, SUITE 200, WESTLAKE VILLAGE, CA, 91361, United States
Phone
(303) 962-2728
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.5M
Discretionary AUM
$10.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $3.4M |
| High net worth individuals | 7 | $7.1M |
All web addresses on file
- https://www.facebook.com/people/Brooks-Wealth-Management/61563604208854/
- https://www.instagram.com/scottbrooks.advisor/
- https://www.linkedin.com/in/scott-brooks-cfp%C2%AE-a0605b16a
- https://www.youtube.com/@ScottBrooksAdvisor
- https://www.tiktok.com/@scottbrooksadvisor?lang=en
- https://x.com/ScottBrooksCFP
- http://www.brookswealthmanagement.com
- https://www.linkedin.com/company/brooks-wealth-management/?viewAsMember=true
Official SEC filing: View on IAPD