Brown Investors Wealth Management

Overview

Brown Investors Wealth Management is a small, owner-operated wealth advisory firm organized as a limited liability company that serves individual and family clients. The firm combines portfolio management for individuals and small businesses with insurance brokerage services, charging a percentage-of-AUM fee alongside other fee arrangements. Its stated investment posture is equity-first: exchange-traded equities make up the bulk of client assets and drive tactical portfolio allocations. The firm is not set up as a capital allocator and is not positioned as a multi-state or ESG-focused adviser. Given the compact client base and use of a brokerage-grade custodian, the investment approach reads as active and execution-oriented—core ETF and individual-stock exposures for liquid equity exposure, supplemented by mutual funds and selective allocations to third-party hedge funds where appropriate.

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Public Holdings

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Location & Offices