DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Brookstone Wealth Advisors, LLC
Latest filing Mar 2, 2026
First filing on the tape Mar 14, 2012 · 84 filings
SEC status approved since Mar 16, 2007
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
241
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
247
247 advisory (5.B.1)
Offices
172
beyond the principal office
Private funds
0
reported on Schedule D
History
84 filings and snapshots on the tape
RAUM$0 as of Mar 2, 2026
Mar 14, 2012$123M then
HNW client RAUM$270M as of Mar 31, 2021
Mar 30, 2018$167M then
State-registered IARs (5.B.3)247 as of Mar 2, 2026
Mar 21, 20137 then
Employees (5.A)247 as of Mar 2, 2026
Mar 21, 201312 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 244 to 247
Practice profile
derived from the filing of Mar 2, 2026; every figure names its basis
- RAUM per advisor
- $0derivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.4derived173 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- +1.2%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- 0reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0derived
Advisors registered through the firm
237 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joel Gerald Vanwoerkom | Grandville, Mi | Aug 25, 2010 | 19 y | 1 |
| Jason William Bergey | Chambersburg, Pa | Oct 23, 2013 | 33 y | 3 |
| Eric Eugene Kearney | Bonita Springs, Fl | Nov 7, 2013 | 19 y | 3 |
| Thomas Rudolph Fortino | Downers Grove, Il | Mar 17, 2014 | 31 y | 2 |
| Bryan Michael Uselding | Lisle, Il | Apr 29, 2014 | 19 y | 2 |
| Brian Dale Ditton | Littleton, Co | May 7, 2014 | 31 y | 1 |
| Garret B Ward | Wheaton, Il | May 12, 2014 | 22 y | 0 |
| Michael Ryan Kren | Wheaton, Il | Jun 4, 2014 | 17 y | 2 |
| Richard Francis MilellaChartered Financial Consultant | Hauppauge, Ny | Jun 13, 2014 | 40 y | 2 |
| Ashod Garabed Toumayants | Altoona, Pa | Jul 2, 2014 | 20 y | 1 |
| David John Gagnon | Madison, Ct | Jul 7, 2014 | 33 y | 5 |
| Christopher Alan Hammond | Savannah, Tn | Aug 5, 2014 | 15 y | 1 |
| Anthony Kayode Adenikinju | Hyattsville, Md | Aug 21, 2014 | 27 y | 2 |
| Keith Brian Lavender | Canton, Ga | Sep 3, 2014 | 12 y | 1 |
| Ryan Clifford Marston | Newton, Ma | Oct 20, 2014 | 17 y | 1 |
| Bryan Joseph Bentley | San Juan, Pr | Oct 23, 2014 | 15 y | 1 |
| Frederick Smids | Beaumont, Tx | Oct 29, 2014 | 26 y | 1 |
| Frank Carlo Marano | Poughkeepsie, Ny | Dec 3, 2014 | 33 y | 0 |
| John Christopher Conley | Newton, Ma | Dec 9, 2014 | 25 y | 0 |
| Lies Angela Rusticus | Grandville, Mi | Dec 11, 2014 | 14 y | 2 |
| Steven Douglas Feeken | Wheaton, Il | Mar 27, 2015 | 25 y | 0 |
| Christopher John Letendre | Sandwich, Ma | Apr 16, 2015 | 32 y | 6 |
| Jason Michael Crump | Grandville, Mi | Apr 21, 2015 | 26 y | 1 |
| Ronald Bradford Cook | Plainville, Ma | Apr 27, 2015 | 15 y | 1 |
| Jonathan Vance GreesonCertified Financial Planner | Pikeville, Nc | Jun 2, 2015 | 12 y | 1 |
| Jeremiah Joel SmithCertified Financial Planner | Wheaton, Il | Aug 31, 2015 | 18 y | 3 |
| John Martini Jansen | Longwood, Fl | Sep 18, 2015 | 33 y | 2 |
| Robert Michael Lester | Roseville, Ca | Oct 1, 2015 | 23 y | 0 |
| Aaron Michael HailCertified Financial Planner | Scottsdale, Az | Oct 6, 2015 | 21 y | 2 |
| John William Newell | The Villages, Fl | Dec 3, 2015 | 12 y | 0 |
| Kevin Gerard Madden | Annandale, Nj | Dec 17, 2015 | 27 y | 0 |
| Benjamin G Kochera | The Villages, Fl | Feb 18, 2016 | 24 y | 0 |
| James David Hairford | Denham Springs, La | Feb 25, 2016 | 20 y | 1 |
| Erick J Arnett | Brooksville, Fl | Mar 24, 2016 | 20 y | 3 |
| Eric Paul Nimmer | Wheaton, Il | Apr 7, 2016 | 11 y | 0 |
| Gina Camille WellsChartered Financial Consultant | Fenton, Mi | May 9, 2016 | 32 y | 2 |
| Miles Wesley Costin | Wheaton, Il | May 10, 2016 | 22 y | 1 |
| Steven Eugene Boyer | Lewistown, Pa | Jun 29, 2016 | 32 y | 2 |
| Kenneth John Davis | Lewistown, Pa | Jul 8, 2016 | 33 y | 0 |
| Kevin Randall Eugene Berry | Cary, Nc | Jul 25, 2016 | 15 y | 3 |
Advisor movement
28 left, 14 joined in 12 months
net -14 in 12 months8 left in 90 days1 joined in 90 daysdeparture rate 12% of current headcount83 left over 36 months
Left, latest
- Wesley Michael White to Brookstone Asset Management, LLCSep 9, 2026 · Other
- Austin Taylor Kobilka to Brookstone Capital Management LLCSep 9, 2026 · Other
- Philip Thomas Purpura to Mayflower AdvisorsAug 31, 2026 · Other
- Ryan Christian O'Connor to Advisory Alpha, LLCAug 12, 2026 · Other
- Adam Nidal Naser to Advisory Alpha, LLCAug 12, 2026 · Other
- Jeremy Guy Hudson to Golden Reserve Retirement, LLCAug 10, 2026 · Other
- Colin Joseph Fitzpatrick to Ae Wealth Management, LLCAug 3, 2026 · Other
- Antonio Michael Filippone to Simplicity WealthJul 6, 2026 · Other
- Harry Redmond Greene to Altitude Capital Management LLCMay 8, 2026 · Other
- John Louis Lombardo to Esi Financial AdvisorsApr 22, 2026 · Other
- Matthew K Carrier to Compass Financial Management LLCApr 14, 2026 · Other
- Robert Cruces to M&A WealthApr 13, 2026 · Other
- Matthew Aaron Stewart to Ae Wealth Management, LLCApr 10, 2026 · Other
- Anthony Louis Fontana to Gradient Advisors, LLCMar 27, 2026 · Other
- Jimmy Louis Hernandez to Sherpa Wealth Management LLCMar 27, 2026 · Other
Joined, latest
- Randy Leon Floyd from Floyd Financial Group LLCJul 8, 2026 · Other
- Walter C Richardson from Cs Planning CorpMay 4, 2026 · Other
- Stacey Parnum from Brookwood Investment GroupApr 23, 2026 · Other
- Nicholas John Sennott from Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 22, 2026 · Other
- Philip J Resch from Your Ia, LLCApr 13, 2026 · Other
- Eric Christopher Landry from Equitable Advisors, LLCMar 16, 2026 · Other
- James Jay Ganther from Principal Securities, Inc.Mar 12, 2026 · Other
- Frank Wilhelm Kapitza from Paramount FinancialMar 2, 2026 · Other
- David Kevin Seitzer from Rooted Wealth AdvisorsFeb 2, 2026 · Other
- Wesley Dean Burdette from Impact Partnership Wealth, LLCJan 7, 2026 · Other
- Jacob Alexander Serfas from Attivo Legacy Advisors, LLCJan 2, 2026 · Other
- Eric Ohde from Hbw Advisory Services LLCJan 1, 2026 · Other
- Douglas Gignac from Wealth Watch Advisors, IncJan 1, 2026 · Other
- John Louis Lombardo from Sound Income Strategies, LLCNov 24, 2025 · Other
- Jaideep Chawla from Independent Financial PartnersAug 28, 2025 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Advisory Alpha, LLCAug 12, 2026 · Wheaton, Il
- 2 left for Alphastar Capital ManagementDec 2, 2025 · Wheaton, Il
- 2 left for Simplicity WealthAug 15, 2025 · Cream Ridge, Nj
- 2 left for Triad Wealth Partners, LLCMay 29, 2025 · Bedford, Tx
- 3 left for Impact Partnership Wealth, LLCSep 18, 2024 · Chattanooga, Tn
- 2 left for The InstituteJul 19, 2024 · Hockley, Tx
- 2 left for Compass Financial GroupJan 10, 2024 · Windcrest, Tx
- 5 left for Stonebridge Wealth Systems LLCNov 29, 2023 · Lincoln, Ne
- 2 joined from Shankland Financial Advisors, LLCMay 15, 2025 · Flat Rock, Nc
- 2 joined from Ae Wealth Management, LLCNov 13, 2023 · Greenville, Sc
- 2 joined from Cg Advisory ServicesMar 13, 2023 · Plano, Tx
- 2 joined from Elevated Capital Advisors, LLCApr 19, 2022 · Plano, Tx
- 2 joined from Regal Investment Advisors LLCJan 3, 2020 · Kentwood, Mi
- 3 joined from Regal Investment Advisors LLCSep 11, 2019 · Kentwood, Mi
- 2 joined from Horter Investment Management, LLCAug 21, 2019 · Cincinnati, Oh
- 4 joined from Regal Investment Advisors LLCJul 15, 2019 · Kentwood, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- William Mark Diorio · Chief Investment Officercontrolsince 09/2021 · owns less than 5%
- Lee Matthew Lovett · Chief Compliance Officercontrolsince 06/2021 · owns less than 5%
- Desmond Darryl Ronconi · President And Chief Operating Officercontrolsince 07/2020 · owns less than 5%
- "Dean" Nadim Zayed · Chief Executive Officercontrolsince 07/2020 · owns less than 5%
- Michael Jason Crump · Vp, Relationship Managersince 07/2020 · owns less than 5%
- Gerald Joel Vanwoerkom · Vp Of Operationssince 07/2020 · owns less than 5%
Entity owners
- Brookstone Capital Management LLC · Memberdirect · owns 75% or more
- Al Bcm, LLC · Memberindirect · owns 50% to 75% of Brookstone Capital Management LLC
- Zayed Ria, LLC · Memberindirect · owns 25% to 50% of Brookstone Capital Management LLC
- Al Marketing, LLC · Memberindirect · owns 75% or more of Al Bcm, LLC
- Amerilife Group, LLC · Memberindirect · owns 75% or more of Al Marketing, LLC
- Amerilife Holdings, LLC · Memberindirect · owns 75% or more of Amerilife Midco, LLC
- Amerilife Midco, LLC · Memberindirect · owns 75% or more of Amerilife Group, LLC
Related persons
Schedule D 7.A
- Brookstone Asset Management, LLCinvestment adviseryRAUM $598M
- Brookstone Capital Management LLCinvestment adviseryRAUM $13B
Advisers that list Brookstone Wealth Advisors, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wheaton, Il · principal | 183 | 39 | 11 | 2 | |
| Alpharetta, Ga | 15 | 3 | 1 | ||
| Kennesaw, Ga | 7 | 0 | 1 | ||
| The Villages, Fl | 7 | 0 | 0 | ||
| Atlanta, Ga | 7 | 0 | 0 | ||
| Conyers, Ga | 6 | 0 | 0 | ||
| Fayetteville, Ga | 6 | 0 | 0 | ||
| Duluth, Ga | 6 | 0 | 0 | ||
| Charlotte, Nc | 5 | 0 | 0 | ||
| Overland Park, Ks | 5 | 0 | 0 | ||
| Westlake Village, Ca | 4 | 0 | 0 | ||
| St George, Ut | 4 | 1 | 0 | ||
| Cape Coral, Fl | 4 | 1 | 0 | ||
| Longwood, Fl | 4 | 0 | 0 | ||
| Stamford, Ct | 4 | 1 | 0 | ||
| Clover, Sc | 4 | 4 | 0 | ||
| Grandville, Mi | 4 | 0 | 0 | ||
| Sarasota, Fl | 4 | 0 | 0 | ||
| Hingham, Ma | 3 | 0 | 0 | ||
| Neenah, Wi | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Alpharetta, GA7 employees
- The Villages, FL6 employees
- Chesterfield, MO4 employees
- Cleveland, TN3 employees
- Berlin, MD3 employees
- Lincoln, NE3 employees
- Stamford, CT3 employees
- Kearney, NE2 employees
- Beaumont, TX2 employees
- Bedford, TX2 employees
- Lexington, SC2 employees
- Manhattan Beach, CA2 employees
- Newton, MA2 employees
- Tulsa, OK2 employees
- Waco, TX2 employees
- Wexford, PA2 employees
- Windcrest, TX2 employees
- , 2 employees
- Raleigh, NC2 employees
- Roseville, CA2 employees
- Punta Gorda, FL1 employees
- Hauppauge, NY1 employees
- Woodland Hills, CA1 employees
- Oakbrook Terrace, IL1 employees
- State College, PA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 244 to 247Jul 30, 2025 to Mar 2, 2026
- Advisory activities · 5 to 4Jul 30, 2025 to Mar 2, 2026
- Employees · 244 to 247Jul 30, 2025 to Mar 2, 2026
- State-registered IARs · 244 to 247Jul 30, 2025 to Mar 2, 2026
- Financial planning clients · 101-250 to 101-250Feb 4, 2025 to Jul 30, 2025
- Advisory employees · 225 to 244Mar 7, 2024 to Feb 4, 2025
- Employees · 225 to 244Mar 7, 2024 to Feb 4, 2025
- Insurance-licensed employees · 22 to 20Mar 7, 2024 to Feb 4, 2025
- State-registered IARs · 225 to 244Mar 7, 2024 to Feb 4, 2025
- Advisory employees · 198 to 225Nov 3, 2023 to Mar 7, 2024
- Employees · 198 to 225Nov 3, 2023 to Mar 7, 2024
- State-registered IARs · 162 to 225Nov 3, 2023 to Mar 7, 2024
- Accounts · 410 to 0Oct 17, 2022 to Mar 20, 2023
- Advisory employees · 162 to 198Oct 17, 2022 to Mar 20, 2023
- BD registered reps · 2 to 4Oct 17, 2022 to Mar 20, 2023
- Individual clients · 310 to 0Oct 17, 2022 to Mar 20, 2023
- Employees · 162 to 198Oct 17, 2022 to Mar 20, 2023
- Insurance-licensed employees · 15 to 22Oct 17, 2022 to Mar 20, 2023
- Discretionary RAUM · $32.3M to $0Oct 17, 2022 to Mar 20, 2023
- Individual RAUM · $32.3M to $0Oct 17, 2022 to Mar 20, 2023
- RAUM · $32.3M to $0Oct 17, 2022 to Mar 20, 2023
- Wrap assets (manager) · unset to 0.0Oct 17, 2022 to Mar 20, 2023
- Wrap assets (sponsor) · unset to 0.0Oct 17, 2022 to Mar 20, 2023
- Business name · RETIREMENT WEALTH ADVISORS, LLC to BROOKSTONE WEALTH ADVISORS, LLCMar 29, 2022 to Mar 31, 2022
- Accounts · 15,782 to 410Oct 4, 2021 to Mar 29, 2022
- Advisory employees · 181 to 162Oct 4, 2021 to Mar 29, 2022
- BD registered reps · 9 to 2Oct 4, 2021 to Mar 29, 2022
- Charity clients · 2.0 to unsetOct 4, 2021 to Mar 29, 2022
- Corporate clients · 11.0 to unsetOct 4, 2021 to Mar 29, 2022
- HNW clients · 366.0 to unsetOct 4, 2021 to Mar 29, 2022
- Individual clients · 15,067 to 310Oct 4, 2021 to Mar 29, 2022
- Pension plan clients · 24.0 to unsetOct 4, 2021 to Mar 29, 2022
- Assets in custody · 130000000.0 to unsetOct 4, 2021 to Mar 29, 2022
- Employees · 181 to 162Oct 4, 2021 to Mar 29, 2022
- Insurance-licensed employees · 26 to 15Oct 4, 2021 to Mar 29, 2022
- Financial planning clients · More than 500 to 101-250Oct 4, 2021 to Mar 29, 2022
- HQ city · GRAND RAPIDS to WHEATONOct 4, 2021 to Mar 29, 2022
- HQ state · MI to ILOct 4, 2021 to Mar 29, 2022
- State-registered IARs · 181 to 162Oct 4, 2021 to Mar 29, 2022
- Discretionary RAUM · $2.0B to $32.3MOct 4, 2021 to Mar 29, 2022
Signals
60 dated events
- Austin Taylor Kobilka left Brookstone Wealth Advisors, Llc for Brookstone Capital Management Llc (registered 2022-01-14)Sep 9, 2026 · Advisor changed firm · fact
- Wesley Michael White left Brookstone Wealth Advisors, Llc for Brookstone Asset Management, Llc (registered 2015-01-28)Sep 9, 2026 · Advisor changed firm · fact
- Philip Thomas Purpura left Brookstone Wealth Advisors, Llc for Mayflower Advisors (registered 2026-08-31)Aug 31, 2026 · Advisor changed firm · fact
- Adam Nidal Naser left Brookstone Wealth Advisors, Llc for Advisory Alpha, Llc (registered 2026-08-14)Aug 12, 2026 · Advisor changed firm · fact
- Ryan Christian O'Connor left Brookstone Wealth Advisors, Llc for Advisory Alpha, Llc (registered 2026-08-14)Aug 12, 2026 · Advisor changed firm · fact
- 2 advisors left Brookstone Wealth Advisors, LLC (Wheaton, IL) for Advisory Alpha, LLC on the same dayAug 12, 2026 · Team lift-out · derived
- Colin Joseph Fitzpatrick left Brookstone Wealth Advisors, Llc for Ae Wealth Management, Llc (registered 2026-08-24)Aug 3, 2026 · Advisor changed firm · fact
- Antonio Michael Filippone left Brookstone Wealth Advisors, Llc for Simplicity Wealth (registered 2026-07-07)Jul 6, 2026 · Advisor changed firm · fact
- Harry Redmond Greene left Brookstone Wealth Advisors, Llc for Altitude Capital Management Llc (registered 2026-03-11)May 8, 2026 · Advisor changed firm · fact
- John Louis Lombardo left Brookstone Wealth Advisors, Llc for Esi Financial Advisors (registered 2026-05-15)Apr 22, 2026 · Advisor changed firm · fact
- Matthew K Carrier left Brookstone Wealth Advisors, Llc for Compass Financial Management Llc (registered 2026-03-17)Apr 14, 2026 · Advisor changed firm · fact
- Robert Cruces left Brookstone Wealth Advisors, Llc for M&A Wealth (registered 2026-03-31)Apr 13, 2026 · Advisor changed firm · fact
- Matthew Aaron Stewart left Brookstone Wealth Advisors, Llc for Ae Wealth Management, Llc (registered 2026-05-01)Apr 10, 2026 · Advisor changed firm · fact
- Anthony Louis Fontana left Brookstone Wealth Advisors, Llc for Gradient Advisors, Llc (registered 2026-03-27)Mar 27, 2026 · Advisor changed firm · fact
- Jimmy Louis Hernandez left Brookstone Wealth Advisors, Llc for Sherpa Wealth Management Llc (registered 2026-03-19)Mar 27, 2026 · Advisor changed firm · fact
- Christa Irwin left Brookstone Wealth Advisors, Llc for Compass Financial Management Llc (registered 2026-04-14)Mar 24, 2026 · Advisor changed firm · fact
- Paul Yoon left Brookstone Wealth Advisors, Llc for Tucker Asset Management Llc (registered 2026-02-24)Feb 23, 2026 · Advisor changed firm · fact
- Todd William Manning left Brookstone Wealth Advisors, Llc for Lpl Enterprise, Llc (registered 2026-04-07)Feb 17, 2026 · Advisor changed firm · fact
- Aaron Thell Williams left Brookstone Wealth Advisors, Llc for Lifeworks Advisors, Llc (registered 2026-02-04)Jan 26, 2026 · Advisor changed firm · fact
- Richard Nevins left Brookstone Wealth Advisors, Llc for Virtue Capital Management, Llc (registered 2025-12-15)Dec 16, 2025 · Advisor changed firm · fact
- Jason Mark Weckel left Brookstone Wealth Advisors, Llc for Alphastar Capital Management (registered 2025-12-02)Dec 2, 2025 · Advisor changed firm · fact
- Stanley Daniel Stanek left Brookstone Wealth Advisors, Llc for Sequent Planning, Llc (registered 2026-02-11)Dec 2, 2025 · Advisor changed firm · fact
- Eric Vaughn Craven left Brookstone Wealth Advisors, Llc for Alphastar Capital Management (registered 2025-12-02)Dec 2, 2025 · Advisor changed firm · fact
- Robert Kenneth Leatherwood left Brookstone Wealth Advisors, Llc for Alphastar Capital Management (registered 2025-12-02)Dec 2, 2025 · Advisor changed firm · fact
- 2 advisors left Brookstone Wealth Advisors, LLC (Wheaton, IL) for Alphastar Capital Management on the same dayDec 2, 2025 · Team lift-out · derived
- Bridges Steven Coffey left Brookstone Wealth Advisors, Llc for Florida Financial Advisors, Llc (registered 2025-11-26)Nov 7, 2025 · Advisor changed firm · fact
- David Michael Nuckols left Brookstone Wealth Advisors, Llc for Winnacle Wealth, Llc (registered 2022-01-20)Oct 21, 2025 · Advisor changed firm · fact
- David Kevin Seitzer left Brookstone Wealth Advisors, Llc for Rooted Wealth Advisors (registered 2025-10-27)Oct 17, 2025 · Advisor changed firm · fact
- Gary Knode left Brookstone Wealth Advisors, Llc for Ae Wealth Management, Llc (registered 2025-10-16)Oct 16, 2025 · Advisor changed firm · fact
- Keith Brandon Lester left Brookstone Wealth Advisors, Llc for Simplicity Wealth (registered 2025-09-09)Aug 15, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- retirementwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 6306531400reportedpublic record, Form ADV, Mar 2, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- No RAUM reportedderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026