# Brookstone Wealth Management, Inc.

> Brookstone Wealth Management, Inc. is an SEC-registered investment advisory firm in Oxford, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 344265
- Filed as: BROOKSTONE WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Oxford, MA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/344265
- AdvisorCensus page: https://advisorcensus.com/firm/brookstone-wealth-management-inc-oxford-ma-344265

## Quick answers

**How is Brookstone Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Brookstone Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Brookstone Wealth Management, Inc. located?**
Brookstone Wealth Management, Inc.'s principal office is in Oxford, MA, according to its Form ADV.

**Is Brookstone Wealth Management, Inc. registered with the SEC or a state?**
Brookstone Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 344265.

**How much does Brookstone Wealth Management, Inc. manage?**
Brookstone Wealth Management, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated September 23, 2026.

**Does Brookstone Wealth Management, Inc. 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/344265

**What changed in Brookstone Wealth Management, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brookstonewealthmanagement.com

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brookstone Wealth Management, Inc. (CRD 344265): Form ADV filing data as of October 2026.