CRD: 332237
Brooks Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta horizonCatalyst vector +more
- Established Date
- 08-07-2024
- Office Locations
- 1
Office Locations
About Brooks Wealth Management
Brooks Wealth Management is a Colorado RIA led by fee-only CFP® Scott Brooks, serving individuals and families with complex planning needs (taxes, equity comp, business ownership, retirement decisions). The firm provides comprehensive financial planning and ongoing investment management using globally diversified, low-cost, research-based portfolios. Client assets are custodied at Charles Schwab; new relationships can start with a $199 comprehensive plan.
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Investment Themes
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Owner & Executives
Scott K Brooks
Chief Compliance Officer, Owner, Private Wealth Advisor
- CRD
- #7227609
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,250,154,552 | 41.9% |
| Equity - Exchange | $1,241,109,137 | 16.0% |
| Corporate - Investment Grade | $1,559,143,353 | 20.1% |
| Cash | $1,706,525,064 | 22.0% |
| Total | $7,756,932,106 | 100.0% |