$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-30-2023
- Office Locations
- 1
Office Locations
-- Lexington KY
About BRK Wealth Management LLC
BRK Wealth Management is a Lexington, KY fiduciary advisory founded in 2023 by Chad H. Kobes. The firm provides personalized financial and investment planning for individuals and entrepreneurs, aligning portfolios to client goals with retirement, tax, education, and insurance considerations. Portfolios are implemented primarily with ETFs (with some private funds and cash). Custody includes Charles Schwab.
Team overview
46 AVG AGE
$6.3M AVG AUM / ADVISOR
$900.0K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Unison
Client Personas
Value
Custodian
Vector vector Element
Investment Themes
Capital north
Investment Vehicles
Radial
Services
Ember crest Vector Ridge Legacy delta Wave Quantum beacon
Owner & Executives
CHAD H KOBES
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5294207
- Ownership
- 75% or more
(675) 693-2833
bridge.pioneer@deltacapital.com
in linkedin.com/in/signal-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,300,000
Equity - Exchange:
25.3% Private Funds:
53.3% Cash:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $212,465,815 | 25.3% |
| Private Funds | $447,605,848 | 53.3% |
| Cash | $179,714,169 | 21.4% |
| Total | $839,785,832 | 100.0% |