Brooker Wealth Management

Brooker Wealth Management (CRD# 105437) is a financial advisory firm headquartered in Oakland, CA. They manage $562,841,179 in 570 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7677 Oakport Street, Suite 300, Oakland, CA 94621
https://www.brooker-cpa.com/wealth-management
By the Numbers
  • Total Assets Under Management
    563
    MILLION
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $987,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Brooker Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Beatty, financial advisor Oakland CA
Daniel K. Beatty
CRD#: 872161
7677 Oakport Street, Suite 300, Oakland, CA 94621

Daniel Beatty (CRD# 872161) is an Investment Advisor Representative working at Brooker Wealth Management in Oakland, CA and has 1 year of experience in the finance industry.

2
Joseph Wells, financial advisor Oakland CA
Joseph A. Wells
CRD#: 4170305
7677 Oakport Street, Suite 300, Oakland, CA 94621

Joseph Wells (CRD# 4170305) is an Investment Advisor Representative working at Brooker Wealth Management in Oakland, CA and has over 22 years of experience in the finance industry.

3
Robert Wells, financial advisor Oakland CA
Robert J. Wells
CRD#: 4329590
7677 Oakport Street, Suite 300, Oakland, CA 94621

Robert Wells (CRD# 4329590) is an Investment Advisor Representative working at Brooker Wealth Management in Oakland, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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