Brooker Wealth Management

Overview

Brooker Wealth Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 1983. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses; the firm also lists accounting among its business activities and maintains a pension consultant affiliation. Fee arrangements include percentage-of-AUM billing alongside hourly charges. Brooker does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives