BROOKER WEALTH MANAGEMENT

Overview

Brooker Wealth Management is an independent registered investment adviser formed in 1983 and organized as a corporation under individual ownership. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management and hourly charges. Brooker identifies as an accounting-related business and does not position itself as a capital allocator; it appears to implement client allocations through pooled managers and third-party funds rather than running external funds in-house. The firm is not an active ESG investor and is not listed as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices