Dakota
Dakota
Book a Demo
Talk to an Expert

Brick House Wealth Strategies

EST. AUM
$250,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Knoxville
CRD Number
Website brickhousews.com
Client types

Overview

At Brick House Wealth Strategies, their client relationships are based on a very specific FIT process, allowing them to partner with those clients they are most suited for. In doing that, they are able to provide an elevated client experience keeping all the pieces of each client’s individual financial plan in place.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy