NewRiaPulse / report
Brookstone Wealth Management, INC.: applying for SEC registration, Oxford, MA
Brookstone Wealth Management, INC. (Oxford, Massachusetts): applying for SEC registration, Oxford, MA. Dated 34 days ago, it serves as a historical benchmark. Score 70/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 37 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Brookstone Wealth Management, INC. |
| Legal name | Brookstone Wealth Management, INC. |
| CRD | 344265 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-10-01 |
| Latest Form ADV filing | 2026-09-23 |
| Location | Oxford, MA, United States |
| Employees | 4 |
| Website | http://www.brookstonewealthmanagement.com |
| Peer records CSV (38 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-10-01
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Brookwood Advisors, LLC · Pearson Financial Services · Arborstone Financial, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Brookstone Wealth Management, INC. and 38 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 38
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $7,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
70 / 100 Score
- Registered in the last 60 days.
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Brookstone Wealth Management, INC. in Oxford, Massachusetts?
Brookstone Wealth Management, INC. applied for SEC registration as an investment adviser (2026-10-01), based in Oxford, MA.
How does Brookstone Wealth Management, INC. compare to other Massachusetts NewRiaPulse records?
It is 34 days old, still within a typical 45-day follow-up window. Its Score of 70/100 puts it among the stronger signals in this feed.
Brookstone Wealth Management, INC. vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Brookstone Wealth Management, INC. | Oxford, MA | 2026-10-01 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.