Brooke Lauren Wirtheim

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2021 → 12/2024
  Pennsylvania State University
  State College, PA
• 01/2025 → 04/2025
  H&R Block
  State College, PA
• 05/2024 → 08/2024
  Eaton Corporation
  Syracuse, NY
• 01/2024 → 05/2024
  Inspire Wealth Management And Consulting
  State College, PA
• 07/2016 → 07/2018
  Durgee Junior High School
  Baldwinsville, NY
• 07/2018 → 07/2021
  Charles W Baker High School
  Baldwinsville, NY
• 07/2019 → 06/2021
  Wegmans
  Liverpool, NY
• 04/2021 → 08/2021
  Potters Pub At Radisson Greens
  Baldwinsville, NY
• 05/2022 → 08/2022
  Potters Pub At Radisson Greens
  Baldwinsville, NY
• 04/2025 → 08/2025
  Unemployed
  Baldwinsville, NY
• 08/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 05/2023 → 08/2023
  Potters Pub At Radisson Greens
  Baldwinsville, NY
• 10/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-10-21

Other Names

• Brooke L Wirtheim
• Brooke Wirtheim