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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-03-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 27, 2026, reported AUM increased 31.7%, from $113.1M to $149.0M.
Across 3 reported observations, AUM increased 15.8% between October 7, 2024 and March 27, 2026, from $128.6M to $149.0M.
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 1 advisory representatives and 34 clients, or 34 clients per representative. That equates to $4.4M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Brookline Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ADAM RUSSELL HULL
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5827223
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Brookline Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.