# Brooks Wealth Management

Brooks Wealth Management is a RIA based in Westlake Village.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westlake Village
- **Assets under management:** Undisclosed
- **Website:** brookswealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/brooks-wealth-management

## Regulatory record

- **CRD number:** 332237
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332237

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## 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.

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Last updated: 2026-07-11T02:21:50.000Z

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