# BRK Wealth Management LLC

BRK Wealth Management LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/chad-kobes-6517b712b

## Regulatory record

- **CRD number:** 325094
- **Registration status:** Registered
- **Reports private funds:** No

## About

BRK Wealth Management LLC is a state-registered investment adviser with approximately $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment advisory team.

## Questions

### How does BRK Wealth Management LLC source proprietary deal flow?

The firm has not publicly described any deal-sourcing process, proprietary network, or investment origination strategy. Without a website or published materials, its approach to generating investment opportunities is unknown.

### Does BRK Wealth Management LLC participate in fund commitments or only direct deals?

No public information exists on whether BRK Wealth Management LLC commits to external funds, makes direct investments, or engages in co-investments. The firm's investment modality is entirely undisclosed.

### What investment stages does BRK Wealth Management LLC typically target?

No target investment stages — such as venture capital, growth equity, buyout, or credit — have been publicly associated with BRK Wealth Management LLC. Its preferred stage of investment is not documented.

### Which sectors does BRK Wealth Management LLC explicitly avoid?

The firm has not publicly stated any sectors it avoids. Without any disclosed investment focus or portfolio holdings, its exclusions cannot be identified.

## Related profiles

- [ALOOOLA](https://altss.com/profile/alooola)
- [UNRIVALED WEALTH MANAGEMENT](https://altss.com/profile/unrivaled-wealth-management)

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Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/brk-wealth-management-llc

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