# Brookwood Wealth Advisors, LLC

> Brookwood Wealth Advisors, LLC is a state-registered investment advisory firm in Cartersville, GA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 306735
- Filed as: BROOKWOOD WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cartersville, GA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306735
- AdvisorCensus page: https://advisorcensus.com/firm/brookwood-wealth-advisors-llc-cartersville-ga-306735

## Quick answers

**How is Brookwood Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brookwood Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Brookwood Wealth Advisors, LLC located?**
Brookwood Wealth Advisors, LLC's principal office is in Cartersville, GA, according to its Form ADV.

**Is Brookwood Wealth Advisors, LLC registered with the SEC or a state?**
Brookwood Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306735.

**How much does Brookwood Wealth Advisors, LLC manage?**
Brookwood Wealth Advisors, LLC reports $13,616,123 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (99% discretionary).

**What types of clients does Brookwood Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61).

**Does Brookwood Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306735

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,616,123
- Discretionary: $13,434,952
- Non-discretionary: $181,171

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $8,001,089 |
| High net worth individuals | Fewer than 5 | $5,615,034 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brookwoodwa.com
- Facebook @BROOKWOODWA
- LinkedIn @brookwood-wealth-advisors
- TikTok @brookwoodwa
- X @D_LoweryBWA
- YouTube @BrookwoodWA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brookwood Wealth Advisors, LLC (CRD 306735): Form ADV filing data as of October 2026.