# Brookline Wealth, LLC

> Brookline Wealth, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 322787
- Filed as: BROOKLINE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322787
- AdvisorCensus page: https://advisorcensus.com/firm/brookline-wealth-llc-austin-tx-322787

## Quick answers

**How is Brookline Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brookline Wealth, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Brookline Wealth, LLC located?**
Brookline Wealth, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Brookline Wealth, LLC registered with the SEC or a state?**
Brookline Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 322787.

**How much does Brookline Wealth, LLC manage?**
Brookline Wealth, LLC reports $148,957,646 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (97% discretionary).

**How have Brookline Wealth, LLC's assets and staff changed since 2024?**
In the Form ADV data for Brookline Wealth, LLC: Regulatory assets under management: $128,647,888 in the October 2024 data and $148,957,646 in the October 2026 data, up 16%. Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brookline Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31); charitable organizations (1).

**Which custodians does Brookline Wealth, LLC use?**
Brookline Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Brookline Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322787

**Does Brookline Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There is no account minimum for any of BWL’s services."

**What changed in Brookline Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $113,074,270 to $148,957,646 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> There is no account minimum for any of BWL’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $148,957,646
- Discretionary: $144,291,706
- Non-discretionary: $4,665,940

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 31 | $144,638,863 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $4,318,783 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brooklinewealth.com
- LinkedIn @brookline-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $128,647,888 | 4 | July 30, 2024 |
| October 2025 | $113,074,270 | 6 | March 18, 2025 |
| October 2026 | $148,957,646 | 6 | March 27, 2026 |

Regulatory assets under management: $128,647,888 in the October 2024 data and $148,957,646 in the October 2026 data, up 16%.
Total employees: 4 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $113,074,270 to $148,957,646 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brookline Wealth, LLC (CRD 322787): Form ADV filing data as of October 2026.