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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HULL, ADAM | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| HULL, ADAM, RUSSELL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| HULL, ADAM, RUSSELL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| HULL, ADAM, RUSSELL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| HULL, ADAM, RUSSELL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (1)
TX
Address
1000 WESTBANK DR. BUILDING 3AUSTIN, TX 78746
United States
Phone: 512-222-9169