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Brookline Wealth, LLC

Brookline Wealth, LLC. CRD 322787

Brookline Wealth, LLC logo

CRD: 322787

Brookline Wealth, LLC

Austin, TX, 78746
5122229169
$149.0M Total AUM
$144.3M Disc. AUM
-- 3Y CAGR
6 Employees
34 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Signal eagleSummit +more
Established Date
10-03-2022
Office Locations
1

Office Locations

1000 Westbank Dr. Building 3 Austin TX

About Brookline Wealth, LLC

Brookline Wealth, LLC is an Austin, Texas RIA providing unbiased wealth guidance and strategic systems, combining financial/wealth planning with portfolio construction and ongoing asset management. The firm serves retail and institutional relationships and builds diversified allocations using vehicles such as ETFs and mutual funds, with meaningful U.S. government/agency bond exposure. Custody is primarily at Charles Schwab and the team leverages platforms including Addepar and RightCapital.

Team overview

38 AVG AGE
$149.0M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
3.7 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Alpha harbor Oak Vital

Custodian

Vital

Investment Themes

Quantum focus

Investment Vehicles

Pathway

Services

Focus Oak bridge Radial Ember Signal Momentum Harbor Oak vital Frontier

Technology

Oak prime Matrix Optima

Owner & Executives

ADAM RUSSELL HULL

ADAM RUSSELL HULL

Chief Compliance Officer, Founder, PRINCIPAL

CRD
#5827223
Ownership
75% or more
(737) 901-8539
zenith.focus@foundationcapital.com
in linkedin.com/in/matrix-eagle

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-07-2024
03-18-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $144,291,706 $853,797
Non-Discretionary $4,665,940 $518,438
Total $148,957,646 $836,841

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Separately Managed Accounts

Total SMA Asset: $148,957,646

$149.0M Total SMA
Equity - Exchange:
7.6%
Cash:
12.8%
Public Funds:
17.0%
U.S. Government/Agency:
30.8%
Private Funds:
31.8%
Asset class Assets Assets %
Equity - Exchange $373,226,783 7.6%
Cash $628,592,476 12.8%
Public Funds $834,849,382 17.0%
U.S. Government/Agency $1,512,550,646 30.8%
Private Funds $1,561,659,433 31.8%
Total $4,910,878,720 100.0%

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