Brooke Lauren Wirtheim
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vanguard Advisers, Inc.Oct 2025 to now
- The Vanguard Group, Inc.Aug 2025 to now
- Vanguard Marketing CorporationAug 2025 to now
- UnemployedApr 2025 to Aug 2025
- H&r BlockJan 2025 to Apr 2025
- Eaton CorporationMay 2024 to Aug 2024
- Inspire Wealth Management and ConsultingJan 2024 to May 2024
- Potters Pub At Radisson GreensMay 2023 to Aug 2023
- Potters Pub At Radisson GreensMay 2022 to Aug 2022
- Pennsylvania State UniversityAug 2021 to Dec 2024
- Potters Pub At Radisson GreensApr 2021 to Aug 2021
- WegmansJul 2019 to Jun 2021
- Charles W Baker High SchoolJul 2018 to Jul 2021
- Durgee Junior High SchoolJul 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8122728
- Firm CRD
- 106715