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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Signal waveAtlas
- Established Date
- 01-16-2020
- Office Locations
- 1
Office Locations
About Brookwood Wealth Advisors, LLC
Brookwood Wealth Advisors, LLC is a Cartersville, GA wealth management firm providing tailored financial planning and investment management for individuals, families, and entrepreneurs, including retirement and estate planning and insurance guidance. The firm builds client-specific strategies based on goals, life transitions, and risk tolerance, using vehicles such as ETFs and mutual funds with allocations that can include fixed income. Custody includes Charles Schwab.
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Owner & Executives
DERRICK LAMAR LOWERY
Chief Compliance Officer, Financial Advisor, MANAGING PRINCIPAL
- CRD
- #2689336
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,434,952 | -- |
| Non-Discretionary | $181,171 | -- |
| Total | $13,616,123 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,616,123
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $627,139,596 | 15.8% |
| Equity - Exchange | $1,321,756,237 | 33.3% |
| U.S. Government/Agency | $1,496,402,706 | 37.7% |
| Cash | $523,939,409 | 13.2% |
| Total | $3,969,237,948 | 100.0% |