Brooks Wealth Management Overview

  • Year Founded
  • 2006

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 3

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Brooks Wealth Management General Information

Description

Provider of wealth management and financial planning services intended to serve individuals, families, and businesses. The company specializes in investment management, retirement planning, tax-efficient strategies, investment portfolio management, and estate planning, thereby helping clients achieve long-term financial security and meet their life goals with tailored advice and services.

Contact Information

Website
www.brookswm.co.uk
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 10 Radnor Road
  • Henleaze
  • Bristol BS9 4DX
  • England, United Kingdom
+44 0117
Primary Industry
Asset Management
Parent Company
Integrity365
Corporate Office
  • 10 Radnor Road
  • Henleaze
  • Bristol BS9 4DX
  • England, United Kingdom
+44 0117

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Brooks Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Brooks Wealth Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Brooks Wealth Management FAQs

  • When was Brooks Wealth Management founded?

    Brooks Wealth Management was founded in 2006.

  • Where is Brooks Wealth Management headquartered?

    Brooks Wealth Management is headquartered in Bristol, United Kingdom.

  • What is the size of Brooks Wealth Management?

    Brooks Wealth Management has 3 total employees.

  • What industry is Brooks Wealth Management in?

    Brooks Wealth Management’s primary industry is Asset Management.

  • Is Brooks Wealth Management a private or public company?

    Brooks Wealth Management is a Private company.

  • What is Brooks Wealth Management’s current revenue?

    The current revenue for Brooks Wealth Management is .

  • When was Brooks Wealth Management acquired?

    Brooks Wealth Management was acquired on 10-Dec-2025.

  • Who acquired Brooks Wealth Management?

    Brooks Wealth Management was acquired by Integrity365.

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