# BROOKS WEALTH MANAGEMENT

BROOKS WEALTH MANAGEMENT of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 332237
- Type: SEC-registered investment adviser
- Location: 2555 TOWNSGATE RD, WESTLAKE VILLAGE, CA, 91361
- Phone: (303) 962-2728
- Latest filing: 2026-05-12
- Regulatory AUM: $10.5M
- Discretionary AUM: $10.5M
- Clients: 1
- Accounts: 84

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Corporations

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332237/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332237/similar
- Related entities: https://search.stillhousedata.com/firm/332237/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332237

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.