JOHN W. BROOKER & CO., CPAS, PC
Legal name: BROOKER WEALTH MANAGEMENT
CRD #105437 SEC #801-19247 OAKLAND, CA 510-638-1815
SEC Registered
Total AUM
$592.4M
Discretionary
$592.4M
Employees
8
Clients
101
Accounts
580
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $592.4M | $592.4M | $0 | 8 | 0 |
| May 2025 | $592.4M | $592.4M | $0 | 8 | 0 |
| Feb 2025 | $592.4M | $592.4M | $0 | 8 | 0 |
| Feb 2025 | $562.8M | $562.8M | $0 | 4 | 0 |
| Mar 2024 | $562.8M | $562.8M | $0 | 4 | 0 |
| Mar 2023 | $507.6M | $507.6M | $0 | 4 | 0 |
| Sep 2022 | $566.7M | $566.7M | $0 | 4 | 0 |
| Aug 2022 | $566.7M | $566.7M | $0 | 4 | 0 |
| Jun 2022 | $566.7M | $566.7M | $0 | 4 | 0 |
| Feb 2022 | $566.7M | $566.7M | $0 | 4 | 0 |
| Jan 2022 | $523M | $523M | $0 | 4 | 0 |
| Mar 2021 | $523M | $523M | $0 | 4 | 0 |
| Feb 2021 | $523M | $523M | $0 | 4 | 0 |
| Jun 2020 | $479.1M | $479.1M | $0 | 4 | 0 |
| Jun 2020 | $479.1M | $479.1M | $0 | 4 | 0 |
| Mar 2020 | $479.1M | $479.1M | $0 | 4 | 0 |
| Nov 2019 | $411.7M | $411.7M | $0 | 3 | 0 |
| Mar 2019 | $411.7M | $411.7M | $0 | 3 | 0 |
| Feb 2019 | $411.7M | $411.7M | $0 | 3 | 0 |
| Mar 2018 | $413.8M | $413.8M | $0 | 3 | 0 |
| Feb 2017 | $354M | $354M | $0 | 3 | 200 |
| Jan 2016 | $336.7M | $336.7M | $0 | 2 | 200 |
| Jan 2015 | $322.4M | $322.4M | $0 | 2 | 200 |
| Mar 2014 | $305.7M | $305.7M | $0 | 2 | 200 |
| Feb 2014 | $305.7M | $305.7M | $0 | 2 | 200 |
| Dec 2013 | $265.5M | $265.5M | $0 | 2 | 200 |
| Feb 2013 | $265.5M | $265.5M | $0 | 2 | 200 |
| Jun 2012 | $235.8M | $235.8M | $0 | 11 | 200 |
| Feb 2012 | $235.8M | $235.8M | $0 | 11 | 200 |
| Feb 2007 | $169M | $169M | $0 | -- | -- |
| Feb 2006 | $152M | $152M | $0 | -- | -- |
| Jan 2005 | $138M | $138M | $0 | -- | -- |
DateAug 2025
Total AUM$592.4M
Discretionary$592.4M
Non-Disc.$0
Employees8
Clients0
DateMay 2025
Total AUM$592.4M
Discretionary$592.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$592.4M
Discretionary$592.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$562.8M
Discretionary$562.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$562.8M
Discretionary$562.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$507.6M
Discretionary$507.6M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$479.1M
Discretionary$479.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$479.1M
Discretionary$479.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$479.1M
Discretionary$479.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$411.7M
Discretionary$411.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$411.7M
Discretionary$411.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$411.7M
Discretionary$411.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$413.8M
Discretionary$413.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$354M
Discretionary$354M
Non-Disc.$0
Employees3
Clients200
DateJan 2016
Total AUM$336.7M
Discretionary$336.7M
Non-Disc.$0
Employees2
Clients200
DateJan 2015
Total AUM$322.4M
Discretionary$322.4M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees2
Clients200
DateFeb 2014
Total AUM$305.7M
Discretionary$305.7M
Non-Disc.$0
Employees2
Clients200
DateDec 2013
Total AUM$265.5M
Discretionary$265.5M
Non-Disc.$0
Employees2
Clients200
DateFeb 2013
Total AUM$265.5M
Discretionary$265.5M
Non-Disc.$0
Employees2
Clients200
DateJun 2012
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees11
Clients200
DateFeb 2012
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees11
Clients200
DateFeb 2007
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees--
Clients--