Brookline Wealth, LLC
● SEC registered since 2024CRD 322787SEC# 801-130965Austin, TX
Reg. AUM
$149M
Employees
6
Accounts
178
Location
Austin, TX
Brookline Wealth, LLC assets under management
Brookline Wealth, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2024. It reports $149 million in regulatory assets under management and employs 6 people.
Brookline Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Russell Hull Control | Principal, Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Brookline Wealth, LLC manage?
Brookline Wealth, LLC reports $149 million in regulatory assets under management on its Form ADV.
How many employees does Brookline Wealth, LLC have?
Brookline Wealth, LLC reports 6 employees.
Where is Brookline Wealth, LLC located?
Brookline Wealth, LLC is based in Austin, TX and has been SEC-registered since 2024.
Does Brookline Wealth, LLC disclose fund performance?
Brookline Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Westbank Dr. Building 3, Austin, TX 78746 |
| Phone | 512-222-9169 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$149Mregulatory AUM
Discretionary $144.3MNon-discretionary $4.7M