BROOKFIELD PRIVATE WEALTH LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 313390
- Registered since
- September 23, 2021
- Website
- privatewealth.brookfield.com
Firm profile
FINTRXOverview
Brookfield Private Wealth LLC is a limited liability company that registered with the SEC in 2021. Public records for the firm are sparse: its classification is listed as unclassified and ownership is indicated as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not marked as an active ESG investor. Several standard adviser roles are not indicated — it is not flagged as a multi-state adviser, a pension consultant, or as having a related adviser relationship. Brookfield Private Wealth does not disclose its advisory services, fee structure, or the types of clients it serves in the available dataset, so its service model and client positioning cannot be described from the provided information.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DAVID LEVI
CEO & Managing PartnerCRD 2387908
WENDY KONG
Chief Compliance OfficerCRD 2653550
Contacts
3 of 82LAUREN WATSON
Vice PresidentCRD 6494947
Danielle Glickman
Assistant Vice PresidentCRD 7596053
Isabella Legaspi
AssociateCRD 7384331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- Brookfield Place Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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