Brooklyn Fi, LLC
Brooklyn Fi, LLC is an SEC-registered wealth manager in Brooklyn, NY with $563.1M assets under management (AUM, regulatory AUM), +65% over one year. See who owns Brooklyn Fi, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292115, SEC 801-120862, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $563.1M (2026-06-23)
- Firm type
- Wealth Manager
- Location
- Brooklyn, NY
- Employees
- 10
- Clients
- 373
- CRD
- 292115
- Ownership
- Mason, Shane, Paul; Ayers, Ally; BROOKLYN FI HOLDING COMPANY, LLC; ACCELERATED WEALTH PARTNERS; AWP INVESTMENT 2, LLC
How much AUM does Brooklyn Fi, LLC have?
Brooklyn Fi, LLC reported $563.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Brooklyn Fi, LLC?
Disclosed owners and executives of Brooklyn Fi, LLC include Mason, Shane, Paul, Ayers, Ally, BROOKLYN FI HOLDING COMPANY, LLC, ACCELERATED WEALTH PARTNERS, AWP INVESTMENT 2, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.