BRK Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 325094
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.9%
- Individuals21.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brk Wealth Management LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families. The firm emphasizes a personalized approach to wealth management, tailoring its services to meet the unique needs of its clients. With a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, Brk Wealth Management LLC aims to align its interests with those of its clients, fostering long-term relationships built on trust and transparency.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Private Funds12%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Chad Kobes
Financial AdvisorCRD 5294207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations