Brookstone Wealth Management, Inc.
Firm details
- Headquarters
- Oxford, Massachusetts
- CRD number
- 344265
- Registered since
- October 1, 2026
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brookstone Wealth Management, Inc. is a newly formed, individually owned corporate investment adviser that registered with the SEC in 2026. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting services, and performs selection-of-other-advisers duties. Its fee arrangements include a percentage-of-AUM component alongside hourly billing. Brookstone identifies itself as a capital allocator and does not present as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Joshua Farmer
PartnerCRD 4792811
Brian Ravenelle
Financial Advisor and Registered RepresentativeCRD 3041220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oxford, MA
Worcester
Location
Oxford, MA
Headquartered in Oxford, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 351 Main St
- Time zone
- ET (UTC-5)
- Office locations
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