BROWN WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CONYERS, Georgia
- CRD number
- 119213
- Website
- www.brownwm.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.95%
- Individuals19.74%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Brown Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business accounts. It provides financial planning and portfolio management for individuals, small businesses, and institutions, and acts as a capital allocator by selecting and recommending third‑party managers. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities15%
- Investment Grade Corp Bonds14%
- State & Local Bonds9%
- US Government Bonds8%
Owners & executives
1 of 1ANDREW BROWN
Chief Compliance OfficerCRD 4502571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CONYERS, GA
ROCKDALE
Location
CONYERS, GA
Headquartered in CONYERS, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- ROCKDALE
- Address
- 931 Commercial St NE
- Time zone
- ET (UTC-5)
- Office locations
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