Brookwood Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 306735
- Website
- www.brookwoodwa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.76%
- HNWI41.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brookwood Wealth Advisors, LLC is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm offers a mix of billing options — percentage of AUM, hourly and fixed fees — and primarily serves individual and family clients rather than institutional or pension sponsors. Portfolio work is centered on public pooled vehicles and separately managed account structures, with a strong operational relationship with a single custodian. The firm is not positioned as an allocator to third‑party private funds, is not an active ESG investor, and does not operate as a multi‑state adviser.
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
- Public Funds/Mutual Funds63%
- Exchange Traded Equities18%
- US Government Bonds12%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Derrick Lowery
Managing Principal, Financial AdvisorCRD 2689336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations