BROOKWOOD WEALTH ADVISORS, LLC

BROOKWOOD WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 306735). Regulatory assets under management: $13.6M.

Registration

• CRD: 306735
• Type: Registered investment adviser
• Phone: 770-336-2053
• Latest filing: 2026-03-06
• Regulatory AUM: $13.6M
• Discretionary AUM: $13.4M
• Non-discretionary AUM: $181K
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM, Hourly, Fixed.

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 306735 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search