BROOKLINE WEALTH, LLC
SEC RegisteredDon't let money get in the way of your happiness
About the firm
At Brookline, we're your dedicated support to help navigate the complexities of wealth. We give clear and unbiased guidance, resources, and strategic systems to give you the freedom to enjoy the moments and relationships that matter.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Unbiased advice, strategic systems, expertise for complex financial matters, and attentive confidante services to help clients navigate the complexities of wealth.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 31 | $145M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 0 - $5M | 0.40% |
| $5M - $15M | 0.35% |
| $15M - $50M | 0.30% |
| >$50M | 0.25% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BROOKLINE WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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