Brooker Wealth Management
Brooker Wealth Management is an SEC-registered wealth manager in Oakland, CA with $136.4M assets under management (AUM, regulatory AUM), -77% over one year. See who owns Brooker Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105437, SEC 801-19247, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $136.4M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Oakland, CA
- Employees
- 10
- Clients
- 57
- CRD
- 105437
- Ownership
- JAKUBOWITZ, LARRY, M.; BEATTY, DANIEL, KEITH; GIN, JACK, WAI; KEENE, CRYSTAL, L.; DILLON, ROBERT, S.
How much AUM does Brooker Wealth Management have?
Brooker Wealth Management reported $136.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Brooker Wealth Management?
Disclosed owners and executives of Brooker Wealth Management include JAKUBOWITZ, LARRY, M., BEATTY, DANIEL, KEITH, GIN, JACK, WAI, KEENE, CRYSTAL, L., DILLON, ROBERT, S.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.