BROOKSTONE WEALTH ADVISORS, LLC

Latest filing: Jul 30, 2025 (96 days ago)
View on IAPD
Adviser Website

AUM

$0
0% change vs. 1 year ago
-100% change vs. 3 years ago
-100% change vs. 5 years ago
-100% change vs. 10 years ago

Employee Count

244
8% change vs. 1 year ago
51% change vs. 3 years ago
9% change vs. 5 years ago
146% change vs. 10 years ago

Main Office

WHEATON, IL
1745 S NAPERVILLE RD, WHEATON, IL, UNITED STATES, 60189

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
BROOKSTONE CAPITAL MANAGEMENT LLC $10.4 141413
BROOKSTONE ASSET MANAGEMENT, LLC $0.5 153467

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

13 active

Name Title
CRUMP, JASON, MICHAEL VP, RELATIONSHIP MANAGER
VANWOERKOM, JOEL, GERALD VP OF OPERATIONS
ZAYED, NADIM, "DEAN" CHIEF EXECUTIVE OFFICER
RONCONI, DARRYL, DESMOND PRESIDENT AND CHIEF OPERATING OFFICER
LOVETT, MATTHEW, LEE CHIEF COMPLIANCE OFFICER
DIORIO, MARK, WILLIAM CHIEF INVESTMENT OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

231 active representatives found, showing 20 random

Name City State Exams Designations
ROBERT DICRISTOFARO WHEATON IL S65|2023-09-26
PAUL YOON WHEATON IL S65|2019-12-20
RYAN MARSTON WHEATON IL S66|2008-09-19
LOGAN SCHENKENBERGER WHEATON IL S65|2024-02-15
ERIC KEARNEY WHEATON IL S66|2007-09-07
ROBERT ROGERS WHEATON IL S66|2018-07-26
JAMIE CLIMER WHEATON IL S63|2003-03-31|S66|2015-06-05
FRANK MARANO WHEATON IL S63|1994-03-19|S65|2014-11-18
KEVIN BERRY WHEATON IL S65|2013-04-09
WILLIAM ROBERSON WHEATON IL S66|2016-03-18|S63|2015-11-09
JASON CHANDLER WHEATON IL S63|2000-11-20|S65|2007-12-29
ALISHA WRIGHT WHEATON IL S65|2023-09-22
ALEXIS VASQUEZ WHEATON IL S66|2013-04-30
ERICK ARNETT WHEATON IL S66|2006-02-01|S65|2015-10-10
DAVID SEITZER WHEATON IL S63|2000-04-28|S65|2013-06-12
JASON WECKEL WHEATON IL S65|2011-10-19
KELSON BRUNELLE WHEATON IL S65|2024-01-02
TODD MANNING WHEATON IL S63|2000-08-04|S65|2022-02-24
STEVEN FLOYD WHEATON IL S63|1999-01-21|S66|2001-09-06
ANDRZEJ MITKOWSKI WHEATON IL S65|2022-05-27

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $0.0 $0.0 0% 244 0 0%
2025-04-21 $0.0 $0.0 0% 244 0 0%
2024-04-02 $0.0 $0.0 0% 225 19 8%
2023-04-04 $0.0 $0.0 0% 198 46 23%
2022-04-01 $0.0 $0.0 -100% 162 82 51%
2021-04-05 $2.2 -$2.2 -100% 181 63 35%
2020-04-01 $2.0 -$2.0 -100% 223 21 9%
2019-04-01 $2.0 -$2.0 -100% 189 55 29%
2018-04-02 $1.7 -$1.7 -100% 189 55 29%
2017-04-01 $1.0 -$1.0 -100% 173 71 41%
2016-04-01 $0.7 -$0.7 -100% 125 119 95%
2015-04-01 $0.5 -$0.5 -100% 99 145 146%
2014-04-01 $0.1 -$0.1 -100% 21 223 1062%
2013-04-01 $0.1 -$0.1 -100% 12 232 1933%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
IL, AK-03/02/2015, AL-03/02/2015, AR-03/02/2015, AZ-11/13/2013, CA-07/22/2010, CO-04/14/2014, CT-05/28/2014, DC-03/02/2015, DE-03/02/2015, FL-10/11/2013, GA-05/06/2014, HI-06/27/2014, IA-05/06/2014, ID-09/25/2014, IL-03/25/2013, IN-05/30/2014, KS-03/02/2015, KY-10/23/2014, LA-04/11/2012, MA-11/13/2013, MD-08/11/2014, ME-03/02/2015, MI-03/16/2007, MN-08/07/2014, MO-03/10/2014, MS-03/02/2015, MT-03/02/2015, NC-02/25/2014, ND-03/02/2015, NE-05/14/2014, NH-10/07/2014, NJ-06/04/2014, NM-04/11/2012, NV-05/06/2014, NY-01/21/2014, OH-02/25/2014, OK-03/02/2015, OR-03/02/2015, PA-10/16/2013, PR-03/21/2017, RI-03/02/2015, SC-07/29/2014, SD-03/02/2015, TN-05/12/2014, TX-07/10/2007, UT-04/25/2014, VA-09/09/2013, VT-03/02/2015, WA-05/22/2014, WI-07/25/2014, WV-03/02/2015, WY-09/18/2018
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV