CRD: 105437
Brooker Wealth Management
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 19, 2025 and August 19, 2026, reported AUM decreased 77.0%, from $592.4M to $136.4M.
Across 5 reported observations, AUM decreased 75.9% between September 1, 2022 and August 19, 2026, from $566.7M to $136.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 57 clients, or 11.4 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 2 reported office locations and 43 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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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
Founder; Chartered Financial Consultant
- 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
SMA allocation detail is available
Brooker Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Brooker Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.