CRD: 105437
Brooker Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-15-1983
- Office Locations
- 2
Office Locations
About Brooker Wealth Management
Brooker Wealth Management is an independent, SEC-registered, fee-only fiduciary RIA founded in 1983. It delivers comprehensive wealth management (goal-based financial planning, retirement, tax-efficient wealth distribution, estate and insurance/risk reviews) alongside investment management of globally diversified, balanced portfolios. The approach emphasizes risk management, valuations and fundamentals, disciplined rebalancing, tax efficiency, and avoiding market timing; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LARRY M. JAKUBOWITZ
President
- CRD
- --
- Ownership
- 75% or more
ANDREW MICHAEL NEVIN
Chief Compliance Officer, Founder and Chartered Financial Consultant
- CRD
- #3177326
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SAMSON KAM LONG CHAN
Founder
- CRD
- #3095348
SCOTT PATRICK KELLEY
--
- CRD
- #2143826
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,383,187 | $940,574 |
| Non-Discretionary | $0 | -- |
| Total | $136,383,187 | $940,574 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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