Updated:
Brooks Wealth Management
BROOKS WEALTH MANAGEMENT is a state-registered investment adviser in WESTLAKE VILLAGE, CA. The firm manages approximately $11 million in regulatory assets.
Overview
BROOKS WEALTH MANAGEMENT is a state-registered investment adviser in WESTLAKE VILLAGE, CA. The firm manages approximately $11 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
City
Westlake Village
Sector focus
Frequently asked questions
What asset classes does the firm typically allocate to?
The firm runs a multi-asset portfolio spanning public equities, fixed income, private credit, direct real estate, and select venture-stage equity. The allocation tends to overweight income-producing hard assets and structured credit, reflecting a capital-preservation mandate that still leaves room for opportunistic direct investments.
Who runs investment decisions at Brooks Wealth Management?
Investment authority rests with the founding principal, supported by a small internal team that handles due diligence and portfolio monitoring. The office supplements its in-house capacity with a network of outsourced legal, tax, and compliance specialists, but final allocation and deal-level decisions remain centralized.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Brooks Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.