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BROOKSTONE WEALTH ADVISORS, LLC
CRD 137658File 801-67628
APPROVED
Custody
Disclosure events
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
247
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 16, 2007
- Principal office
- 1745 S NAPERVILLE RD, SUITE 200, WHEATON, IL, 60189
- Phone
- 6306531400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $0
- Discretionary AUM
- $0
- Non-discretionary AUM
- $0
- Discretionary accounts
- 0
- Non-discretionary accounts
- 0
- Total accounts
- 0
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C4
- Q11D1
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 244 | 247 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 162 | 244 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 310 | 0 | decreased by310 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $32,300,000 | $0 | decreased by$32,300,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 410 | 0 | decreased by410 |
| Apr 1, 2022 | Employees | 181 | 162 | decreased by19 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 15,782 | 310 | decreased by15,472 |
| Apr 1, 2022 | AUM | $2,179,419,572 | $32,300,000 | decreased by$2,147,119,572 |
| Apr 1, 2022 | Accounts | 15,782 | 410 | decreased by15,372 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BROOKSTONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BROOKSTONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.