BROOKLINE WEALTH, LLC
CRD #322787 SEC #801-130965 AUSTIN, TX 512-222-9169
SEC Registered
Total AUM
$113.1M
Discretionary
$113.1M
Employees
6
Clients
--
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $113.1M | $113.1M | $0 | 6 | 4 |
| Jan 2025 | $128.6M | $128.6M | $0 | 6 | 2 |
| Oct 2024 | $128.6M | $128.6M | $0 | 4 | 2 |
| Jul 2024 | $128.6M | $128.6M | $0 | 4 | 2 |
| Jul 2024 | $128.6M | $128.6M | $0 | 4 | 2 |
DateMar 2025
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees6
Clients4
DateJan 2025
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees6
Clients2
DateOct 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees4
Clients2
DateJul 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees4
Clients2
DateJul 2024
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees4
Clients2