BRK Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BRK Wealth Management LLC provides investment advisory services and financial planning to individual and high‑net‑worth clients. The firm offers managed accounts on both a discretionary and non‑discretionary basis and delivers one‑time financial plans, with additional plans or reports available for a fee.
The firm tailors advice to clients’ objectives, time horizon, and risk tolerance, using asset allocation alongside techniques such as dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term purchases. BRK states its primary investment objective is to help clients maintain purchasing power over the long term and advises ongoing consultation with a tax professional because of potential tax implications.
BRK was formed in January 2023 and, per its initial filing, reported no assets under management at that time; it currently reports a small client roster (seven clients) and approximately $6.3 million in AUM. Noteworthy operational features include its one‑time financial plan delivery model (no ongoing plan reports unless requested), its explicit use of technical analysis among its methods, and its recommendation that clients custody assets with a specified independent custodian.
Client services
Expertise
Fee options
Fixed fees ranging from $2,500 to $7,500 per project
$0 - $500,000: 1.50% $500,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.85%
Hourly fees ranging from $100 to $250 per hour, negotiated with client
Fee-only: Fixed fees ranging from $2,500 to $7,500 per project; Hourly fees ranging from $100 to $250 per hour
Main office
Lexington KY
Advisors at this office
1
Most active in
Kentucky
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)