BRK Wealth Management LLC
RIASEC Registered
Total AUM
$6.3M
Discretionary
$6.3M
100% of AUM
Avg account
$485K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325094
- Website
- brkwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.9%
- Individuals21.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
BRK Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser does not list itself as an active ESG investor, is not a multistate adviser, and does not identify as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Private Funds12%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Chad Kobes
Financial AdvisorCRD 5294207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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