Brookfield Private Wealth LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 313390
- Registered since
- September 23, 2021
- Website
- privatewealth.brookfield.com
Firm profile
FINTRXOverview
Brookfield Private Wealth LLC is organized as a limited liability company and is classified in the source data as a fund distributor. Ownership is identified as a mix of a domestic entity and an individual, suggesting private ownership rather than affiliation with a larger registered advisory network. The profile does not list any capital-allocation activity, and the firm is not flagged as engaging in environmental, social, and governance (ESG) investing. The source record provides no detail on client segments, fee schedules, specific advisory services, or investment management responsibilities. It is likewise not identified as a multi-state adviser, a pension consultant, a related adviser to another firm, or a newly formed adviser, which together imply a narrow or specialized operating footprint focused on distribution activities rather than broad wealth-management services.
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
Owners & executives
2 of 2
David Levi
CEO & Managing PartnerCRD 2387908

Wendy Kong
Chief Compliance OfficerCRD 2653550
Contacts
3 of 80
Jacob Walter
Private Wealth Sales DirectorCRD 4521709

Anne Marie Thurston
Senior Vice PresidentCRD 3262100

Briana Backes
Regional ConsultantCRD 7001352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- Brookfield Place Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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