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 an SEC-registered investment adviser organized as a limited liability company and first registered in 2021. Public filings characterize the firm as "unclassified" and list the owner type as a domestic entity and individual. The firm does not identify itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser in the available data. The firm has not provided narrative detail about its advisory activities, client types, fee schedules, or specific investment preferences in the dataset reviewed. There is no description of manager selection process, portfolio construction philosophy, or service specialties in the public snapshot.
Assets & Accounts
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 2DAVID LEVI
CEO & Managing PartnerCRD 2387908
WENDY KONG
Chief Compliance OfficerCRD 2653550
Contacts
3 of 82LAUREN WATSON
Vice PresidentCRD 6494947
Danielle Glickman
Assistant Vice PresidentCRD 7596053
Isabella Legaspi
AssociateCRD 7384331
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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