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BROOKLINE WEALTH, LLC

AUSTIN, TX · CRD 322787 · IAPD ↗ · brooklinewealth.com · 512-222-9169

$149.0MRegulatory AUM
1Advisory reps
6Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BROOKLINE WEALTH, LLC reported RAUM up 32% ($113.1M -> $149.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
September 2024 — BROOKLINE WEALTH, LLC (AUSTIN, TX) is newly SEC-registered with $128.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.