Robert
Wells
Brooker Wealth Management
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About this Advisor
Robert Wells is a chartered financial analyst operating out of Oakland, California with a total of 3 years of industry experience. Wells is on the advisory team at Brooker Wealth Management. During their career, Wells has held roles at John W. Brooker & Co., Cpas, Pc, Staywell, Keating Consulting Group, Austin City Limits Enterprises, LLC, Semaphore Music/Clc Attorneys and Songwriter/Music Licensing/Performance. Wells can serve investors in California. Brooker Wealth Management is a company headquartered in Oakland, CA. It manages $508 million in assets among its 570 accounts, making it one of the larger firms in the United States by assets under management. The firm serves three charities and foundations. Of its 570 client accounts, 48% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely depend on which service is provided. However, fees charged by Brooker Wealth Management can consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brooker Wealth Management Brokerage Details
$507,587,809
4
570
$890,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Wells Work History
Robert has been registered as a financial advisor for 3 years.*
John W. Brooker & Co., Cpas, Pc
Austin City Limits Enterprises, LLC
Songwriter/Music Licensing/Performance
John W. Brooker & Co., Cpas, Pc
Keating Consulting Group
Staywell
Semaphore Music/Clc Attorneys
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Wells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brooker Wealth Management
Oakland, CA
Oakland, CA
Oakland, CA
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