BROOKSTONE WEALTH ADVISORS, LLC
CRD #137658 SEC #801-67628 WHEATON, IL 6306531400
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
244
Clients
101
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $0 | $0 | $0 | 244 | 0 |
| Feb 2025 | $0 | $0 | $0 | 244 | 0 |
| Mar 2024 | $0 | $0 | $0 | 225 | 0 |
| Nov 2023 | $0 | $0 | $0 | 198 | 0 |
| Mar 2023 | $0 | $0 | $0 | 198 | 0 |
| Oct 2022 | $32.3M | $32.3M | $0 | 162 | 0 |
| May 2022 | $32.3M | $32.3M | $0 | 162 | 0 |
| Mar 2022 | $32.3M | $32.3M | $0 | 162 | 0 |
| Mar 2022 | $32.3M | $32.3M | $0 | 162 | 0 |
| Oct 2021 | $2.2B | $2B | $217.9M | 181 | 5,000 |
| Sep 2021 | $2.2B | $2B | $217.9M | 181 | 5,000 |
| Aug 2021 | $2.2B | $2B | $217.9M | 181 | 5,000 |
| Jun 2021 | $2.2B | $2B | $217.9M | 181 | 5,000 |
| Mar 2021 | $2.2B | $2B | $217.9M | 181 | 5,000 |
| Jan 2021 | $2B | $1.8B | $203.5M | 223 | 5,000 |
| Oct 2020 | $2B | $1.8B | $203.5M | 223 | 5,000 |
| Sep 2020 | $2B | $1.8B | $203.5M | 223 | 5,000 |
| Aug 2020 | $2B | $1.8B | $203.5M | 223 | 5,000 |
| Aug 2020 | $2B | $1.8B | $203.5M | 223 | 5,000 |
| Jul 2020 | $2B | $1.8B | $203.5M | 223 | 5,000 |
| Jun 2020 | $2B | $1.8B | $203.5M | 223 | 5,000 |
| Mar 2020 | $2B | $1.8B | $203.5M | 223 | 5,000 |
| Oct 2019 | $2B | $1.9B | $97M | 189 | 4,151 |
| Sep 2019 | $2B | $1.9B | $97M | 189 | 4,151 |
| May 2019 | $2B | $1.9B | $97M | 189 | 4,151 |
| Mar 2019 | $2B | $1.9B | $97M | 189 | 4,151 |
| Dec 2018 | $1.9B | $1.8B | $106.6M | 189 | 2,317 |
| Sep 2018 | $1.9B | $1.8B | $106.6M | 189 | 2,317 |
| Mar 2018 | $1.7B | $1.6B | $101.9M | 189 | 2,317 |
| Nov 2017 | $1.5B | $1.4B | $92.6M | 194 | 355 |
| Nov 2017 | $1.5B | $1.4B | $92.6M | 194 | 355 |
| Sep 2017 | $1.4B | $1.3B | $70M | 173 | 6,300 |
| Aug 2017 | $1.1B | $1.1B | $64.3M | 173 | 6,300 |
| Jul 2017 | $1.1B | $1.1B | $64.3M | 173 | 6,300 |
| Apr 2017 | $1.1B | $1.1B | $64.3M | 173 | 6,300 |
| Mar 2017 | $990.2M | $933.6M | $56.6M | 173 | 6,300 |
| Mar 2017 | $664.9M | $628.6M | $36.3M | 125 | 4,300 |
| Jan 2017 | $664.9M | $628.6M | $36.3M | 125 | 4,300 |
| Oct 2016 | $664.9M | $628.6M | $36.3M | 125 | 4,300 |
| Jul 2016 | $664.9M | $628.6M | $36.3M | 125 | 4,300 |
| Jun 2016 | $664.9M | $628.6M | $36.3M | 125 | 4,300 |
| Apr 2016 | $664.9M | $628.6M | $36.3M | 125 | 4,300 |
| Mar 2016 | $664.9M | $628.6M | $36.3M | 125 | 4,300 |
| Feb 2016 | $664.9M | $628.6M | $36.3M | 125 | 4,300 |
| Nov 2015 | $633.2M | $600.6M | $32.6M | 99 | 3,200 |
| Nov 2015 | $633.2M | $600.6M | $32.6M | 99 | 3,200 |
| Nov 2015 | $633.2M | $600.6M | $32.6M | 99 | 3,200 |
| Aug 2015 | $633.2M | $600.6M | $32.6M | 99 | 3,200 |
| May 2015 | $668.9M | $668.9M | $0 | 99 | 3,200 |
| May 2015 | $668.9M | $668.9M | $0 | 99 | 3,200 |
| Mar 2015 | $512.5M | $512.5M | $0 | 99 | 2,900 |
| Oct 2014 | $271.2M | $271.2M | $0 | 62 | 600 |
| Oct 2014 | $271.2M | $271.2M | $0 | 62 | 600 |
| Sep 2014 | $271.2M | $271.2M | $0 | 62 | 600 |
| Aug 2014 | $271.2M | $271.2M | $0 | 62 | 600 |
| Aug 2014 | $271.2M | $271.2M | $0 | 62 | 600 |
| Jul 2014 | $271.2M | $271.2M | $0 | 62 | 600 |
| Jul 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| Jun 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| Jun 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| May 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| May 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| May 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| May 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| May 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| May 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| Apr 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| Apr 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| Mar 2014 | $137.5M | $134.8M | $2.7M | 21 | 570 |
| Mar 2014 | $137.5M | $137.5M | $0 | 12 | 300 |
| Feb 2014 | $137.5M | $137.5M | $0 | 12 | 300 |
| Jan 2014 | $137.5M | $137.5M | $0 | 12 | 300 |
| Jan 2014 | $137.5M | $137.5M | $0 | 12 | 300 |
| Nov 2013 | $104.3M | $104.3M | $0 | 12 | 300 |
| Oct 2013 | $104.3M | $104.3M | $0 | 12 | 300 |
| Oct 2013 | $104.3M | $104.3M | $0 | 12 | 300 |
| Sep 2013 | $104.3M | $104.3M | $0 | 12 | 300 |
| Mar 2013 | $104.3M | $104.3M | $0 | 12 | 300 |
| Apr 2012 | $122.5M | $122.5M | $0 | 6 | 500 |
| Mar 2012 | $122.5M | $122.5M | $0 | 6 | 500 |
| Jul 2010 | $98.1M | $94.7M | $3.5M | 10 | -- |
| Jan 2010 | $98.1M | $94.7M | $3.5M | 10 | -- |
| Jan 2010 | $79M | $75.1M | $3.9M | 10 | -- |
| Mar 2007 | $29.8M | $29.8M | $0 | 5 | -- |
| Mar 2007 | $29.8M | $29.8M | $0 | 5 | -- |
| Feb 2007 | $29.8M | $29.8M | $0 | 5 | -- |
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees244
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees244
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees225
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees198
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees198
Clients0
DateOct 2022
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees162
Clients0
DateMay 2022
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees162
Clients0
DateMar 2022
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees162
Clients0
DateMar 2022
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees162
Clients0
DateOct 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$217.9M
Employees181
Clients5,000
DateSep 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$217.9M
Employees181
Clients5,000
DateAug 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$217.9M
Employees181
Clients5,000
DateJun 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$217.9M
Employees181
Clients5,000
DateMar 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$217.9M
Employees181
Clients5,000
DateJan 2021
Total AUM$2B
Discretionary$1.8B
Non-Disc.$203.5M
Employees223
Clients5,000
DateOct 2020
Total AUM$2B
Discretionary$1.8B
Non-Disc.$203.5M
Employees223
Clients5,000
DateSep 2020
Total AUM$2B
Discretionary$1.8B
Non-Disc.$203.5M
Employees223
Clients5,000
DateAug 2020
Total AUM$2B
Discretionary$1.8B
Non-Disc.$203.5M
Employees223
Clients5,000
DateAug 2020
Total AUM$2B
Discretionary$1.8B
Non-Disc.$203.5M
Employees223
Clients5,000
DateJul 2020
Total AUM$2B
Discretionary$1.8B
Non-Disc.$203.5M
Employees223
Clients5,000
DateJun 2020
Total AUM$2B
Discretionary$1.8B
Non-Disc.$203.5M
Employees223
Clients5,000
DateMar 2020
Total AUM$2B
Discretionary$1.8B
Non-Disc.$203.5M
Employees223
Clients5,000
DateOct 2019
Total AUM$2B
Discretionary$1.9B
Non-Disc.$97M
Employees189
Clients4,151
DateSep 2019
Total AUM$2B
Discretionary$1.9B
Non-Disc.$97M
Employees189
Clients4,151
DateMay 2019
Total AUM$2B
Discretionary$1.9B
Non-Disc.$97M
Employees189
Clients4,151
DateMar 2019
Total AUM$2B
Discretionary$1.9B
Non-Disc.$97M
Employees189
Clients4,151
DateDec 2018
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$106.6M
Employees189
Clients2,317
DateSep 2018
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$106.6M
Employees189
Clients2,317
DateMar 2018
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$101.9M
Employees189
Clients2,317
DateNov 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$92.6M
Employees194
Clients355
DateNov 2017
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$92.6M
Employees194
Clients355
DateSep 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$70M
Employees173
Clients6,300
DateAug 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$64.3M
Employees173
Clients6,300
DateJul 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$64.3M
Employees173
Clients6,300
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$64.3M
Employees173
Clients6,300
DateMar 2017
Total AUM$990.2M
Discretionary$933.6M
Non-Disc.$56.6M
Employees173
Clients6,300
DateMar 2017
Total AUM$664.9M
Discretionary$628.6M
Non-Disc.$36.3M
Employees125
Clients4,300
DateJan 2017
Total AUM$664.9M
Discretionary$628.6M
Non-Disc.$36.3M
Employees125
Clients4,300
DateOct 2016
Total AUM$664.9M
Discretionary$628.6M
Non-Disc.$36.3M
Employees125
Clients4,300
DateJul 2016
Total AUM$664.9M
Discretionary$628.6M
Non-Disc.$36.3M
Employees125
Clients4,300
DateJun 2016
Total AUM$664.9M
Discretionary$628.6M
Non-Disc.$36.3M
Employees125
Clients4,300
DateApr 2016
Total AUM$664.9M
Discretionary$628.6M
Non-Disc.$36.3M
Employees125
Clients4,300
DateMar 2016
Total AUM$664.9M
Discretionary$628.6M
Non-Disc.$36.3M
Employees125
Clients4,300
DateFeb 2016
Total AUM$664.9M
Discretionary$628.6M
Non-Disc.$36.3M
Employees125
Clients4,300
DateNov 2015
Total AUM$633.2M
Discretionary$600.6M
Non-Disc.$32.6M
Employees99
Clients3,200
DateNov 2015
Total AUM$633.2M
Discretionary$600.6M
Non-Disc.$32.6M
Employees99
Clients3,200
DateNov 2015
Total AUM$633.2M
Discretionary$600.6M
Non-Disc.$32.6M
Employees99
Clients3,200
DateAug 2015
Total AUM$633.2M
Discretionary$600.6M
Non-Disc.$32.6M
Employees99
Clients3,200
DateMay 2015
Total AUM$668.9M
Discretionary$668.9M
Non-Disc.$0
Employees99
Clients3,200
DateMay 2015
Total AUM$668.9M
Discretionary$668.9M
Non-Disc.$0
Employees99
Clients3,200
DateMar 2015
Total AUM$512.5M
Discretionary$512.5M
Non-Disc.$0
Employees99
Clients2,900
DateOct 2014
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees62
Clients600
DateOct 2014
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees62
Clients600
DateSep 2014
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees62
Clients600
DateAug 2014
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees62
Clients600
DateAug 2014
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees62
Clients600
DateJul 2014
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees62
Clients600
DateJul 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateJun 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateJun 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateMay 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateMay 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateMay 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateMay 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateMay 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateMay 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateApr 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateApr 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateMar 2014
Total AUM$137.5M
Discretionary$134.8M
Non-Disc.$2.7M
Employees21
Clients570
DateMar 2014
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees12
Clients300
DateFeb 2014
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees12
Clients300
DateJan 2014
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees12
Clients300
DateJan 2014
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees12
Clients300
DateNov 2013
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees12
Clients300
DateOct 2013
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees12
Clients300
DateOct 2013
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees12
Clients300
DateSep 2013
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees12
Clients300
DateMar 2013
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees12
Clients300
DateApr 2012
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees6
Clients500
DateJul 2010
Total AUM$98.1M
Discretionary$94.7M
Non-Disc.$3.5M
Employees10
Clients--
DateJan 2010
Total AUM$98.1M
Discretionary$94.7M
Non-Disc.$3.5M
Employees10
Clients--
DateJan 2010
Total AUM$79M
Discretionary$75.1M
Non-Disc.$3.9M
Employees10
Clients--
DateMar 2007
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees5
Clients--