BRK WEALTH MANAGEMENT LLC

BRK WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 325094). Regulatory assets under management: $6.3M.

Registration

• CRD: 325094
• Type: Registered investment adviser
• Phone: 859-321-7832
• Latest filing: 2025-03-31
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 1
• Accounts: 13

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 325094 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search