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Brookstone Wealth Advisors

EST. AUM
$0

CONTACTS
2

CLIENT ACCOUNTS
0

Firm Details

Metro area Grand Rapids
CRD Number 137658
Website retirementwealth.com
Client types

Overview

Retirement Wealth Advisors was part of a merger with Brookstone Capital Management in July 2020. RWA is affiliated with a mutual fund company, FormulaFolios, which was also included in the merger. The merger created a $6.5B RIA that focuses on independent retirement advisors. They have an open architecture platform and build models focused on growth and income. The firm now has offices in Chicago and Grand Rapids, MI. Brookstone is backed by an insurance company with Private Equity funding so this could be the first of many future mergers involving the firm.

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Address

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

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