Brookline Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$144,638,863
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
31
100% high-net worth
Advisors
1
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
LowAverage account size
$4,665,770
About
Brookline Wealth primarily serves high‑net‑worth individuals and business entities, providing ongoing portfolio management alongside integrated wealth advisory oversight. Its services include development of individualized investment policy statements, discretionary portfolio management, and planning-level support such as trust advisory, estate/wealth transfer planning, and accounting-related oversight.
The firm’s investment approach combines fundamental analysis and modern portfolio theory, typically implemented through mutual funds and ETFs and documented in a client Investment Policy Statement. Brookline Wealth generally manages accounts on a discretionary basis, employs a long‑term trading orientation (with use of margin in appropriate accounts), and may direct portions of client assets to third‑party money managers while retaining oversight responsibilities.
Noteworthy among peers, the firm explicitly includes accounting services within its wealth oversight offering and does not rely on the more common percentage‑of‑assets fee model used by many advisers. Brookline Wealth operates as a small, supported practice with a single advisor and a limited client base (roughly 30 clients and about $149 million in AUM), and it requires clients to use a designated custodian while occasionally recommending third‑party managers for segments of client portfolios.
Client services
Portfolio management
Selection of other advisers
Wealth advisory oversight services
Expertise
Concentrated stock management
General estate planning guidance
Fee options
N/A (fixed fee, not percentage-based)
Minimum fee: Annual fixed fee generally ranging from $3,000 to $750,000 per year, increasing 3% annually but capped at 1% of assets under advisement Fee-only: Fixed quarterly fee generally ranging from $3,000 to $750,000 per year
Main office location
Brookline Wealth, LLC
1000 Westbank Dr. Building 3
Austin TX 78746, United States
Number of offices
1
Most active in
Brookline Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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