BROOKLINE WEALTH, LLC

BROOKLINE WEALTH, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 322787). Regulatory assets under management: $149.0M.

Registration

• CRD: 322787
• SEC file number: 801-130965
• Type: Registered investment adviser
• Location: 1000 WESTBANK DR. BUILDING 3, AUSTIN, TX, 78746
• Phone: 512-222-9169
• Latest filing: 2026-03-27
• Regulatory AUM: $149.0M
• Discretionary AUM: $144.3M
• Non-discretionary AUM: $4.7M
• Clients: 6
• Accounts: 178

Business model

Compensation: Fixed.

Clients served: High net worth, Charities, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322787 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search