Brookstone Wealth Advisors, LLC
Firm details
- Headquarters
- Wheaton, Illinois
- CRD number
- 137658
- Registered since
- March 16, 2007
- Website
- retirementwealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Brookstone Wealth Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2007. The firm provides financial planning and portfolio management for individuals and small businesses, runs educational seminars and workshops, and acts as a capital allocator by selecting third‑party managers for clients. Fee arrangements include percentage‑of‑assets, hourly charges, and fixed fees. Brookstone indicates an active approach to environmental, social, and governance (ESG) factors and reports relationships with other industry entities, including another investment adviser, a law firm, and an insurance company.
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
3 of 17
Victoria Larson
CEO and Financial AdvisorCRD 4332218

Eric Kearney
CEOCRD 4460539

Sean Robertson
Founder & CEOCRD 4484853
Contacts
3 of 228
Lies Rusticus
Project ManagerCRD 5725525

Aaron Hail
Owner, PresidentCRD 5777817
Joel Vanwoerkom
Investment AdvisorCRD 5778840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wheaton, IL
Du Page
Location
Wheaton, IL
Headquartered in Wheaton, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1745 S Naperville Rd
- Time zone
- CT (UTC-6)
- Office locations
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