BR Wealth Management

RIASEC Registered

Total AUM

$329M

Discretionary

$311M

95% of AUM

Avg account

$376K

Accounts

874

Employees

Advisory reps

Firm details

Headquarters: Boise, Idaho
CRD number: 307546
Registered since: June 22, 2020
Website: www.brwealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.39%
Individuals23.76%
Corporations / Businesses1.45%
Pension & Profit Sharing Plans0.76%
Charitable Organizations0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

BR Wealth Management is an independent registered investment adviser that began SEC registration in 2020. Structured as an LLC and owned by an individual, the firm serves both individual and family clients as well as institutional clients. Its service set emphasizes financial planning and discretionary portfolio management across individuals, small businesses and institutions, along with pension consulting, manager selection and investor education through seminars and workshops. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and describes itself as a capital allocator that selects third-party managers on clients’ behalf. BR Wealth Management does not identify as an active ESG investor and lists broker-dealer and insurance company affiliations among its industry ties.