Investment adviser · CRD 137658
BROOKSTONE WEALTH ADVISORS, LLC
Investment adviser filing (IA)
WHEATON, IL, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 247 Reported in this filing
- Advisory professionals
- 247 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1745 S NAPERVILLE RD, SUITE 200WHEATON, IL, 60189, United States
CRD 137658
Filing source
Form ADV 2135419 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.