Brewster Financial Planning LLC
Brewster Financial Planning LLC is an SEC-registered wealth manager in Brooklyn, NY with $239.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Brewster Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125291, SEC 801-77668, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $239.7M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Brooklyn, NY
- Employees
- 3
- Clients
- 118
- CRD
- 125291
- Ownership
- BREWSTER, CHARLES, ERSKINE SCOTT
How much AUM does Brewster Financial Planning LLC have?
Brewster Financial Planning LLC reported $239.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Brewster Financial Planning LLC?
Disclosed owners and executives of Brewster Financial Planning LLC include BREWSTER, CHARLES, ERSKINE SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.