Brookline Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 27, 2026, reports $149M in regulatory assets under management, 6 employees, and 178 accounts.
Assets Under Management
$149M
Employees
6
Offices
--
Total Clients
32
Primary office
AUSTIN, TX
1000 WESTBANK DR. BUILDING 3, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.9% of total clients.
Top client categories% of clientsClients
1
HNWI
96.9%
31
2
Charitable
3.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of March 27, 2026
Discretionary96.9%
$144M
97% of total RAUM96.9%
Non-discretionary3.1%
$5M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$149M
Total Accounts178
10Y AUM Change+$20M (+15.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee5:1
10Y Employee Change+2 (+50.0%)
* 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.