Brooker Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Oakland, CA. Its latest Form ADV filing, dated February 18, 2026, reports $136M in regulatory assets under management, 10 employees, 1 office, and 145 accounts.
Assets Under Management
$136M
Employees
10
Offices
1 office
Total Clients
57
Primary office
OAKLAND, CA
7677 OAKPORT STREET, SUITE 300, OAKLAND, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 42.1% of total clients.
Top client categories% of clientsClients
1
HNWI
42.1%
24
2
Individuals
36.8%
21
3
Pension Plans
21.1%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of February 18, 2026
Discretionary100.0%
$136M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$136M
Total Accounts145
10Y AUM Change$-218M (-61.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee6:1
10Y Employee Change+7 (+233.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.