BROOKSIDE WEALTH MANAGEMENT LLC

BROOKSIDE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 287767). Regulatory assets under management: $6.5M.

Registration

• CRD: 287767
• Type: Registered investment adviser
• Phone: 925-788-2661
• Latest filing: 2026-03-16
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287767 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search