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RIA · CRD 306735

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Brookwood Wealth Advisors

BROOKWOOD WEALTH ADVISORS, LLC is a state-registered investment adviser in CARTERSVILLE, GA. The firm manages $14 million in assets, $13 million on a...

Overview

BROOKWOOD WEALTH ADVISORS, LLC is a state-registered investment adviser in CARTERSVILLE, GA. The firm manages $14 million in assets, $13 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs Brookwood Wealth Advisors?

Brookwood Wealth Advisors has not publicly named its founding principal, CEO, or CIO. The firm's ownership and leadership structure are not disclosed in any available public record or filing.

What is the AUM of Brookwood Wealth Advisors?

Brookwood Wealth Advisors does not publicly report its assets under management. No credible estimate from industry publications has been found.

How does Brookwood Wealth Advisors generate deal flow?

The firm has not disclosed any sourcing methodology. No proprietary deal flow channels, co-investment networks, or referral relationships have been identified in the public domain.

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