Brownlee Wealth Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 304855
- Registered since
- April 28, 2023
- Website
- bwmplanning.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI66.56%
- Corporations / Businesses31.77%
- Individuals1.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brownlee Wealth Management is an independent, individual-owned RIA that focuses on fee-based planning and portfolio management for individuals, families and small businesses. The firm is registered with the SEC (registered in 2023) and offers financial planning along with discretionary and non-discretionary portfolio management for both personal and business/institutional clients. Its fee model leans toward hourly and fixed-fee engagements rather than asset-based billing. The firm does not position itself as a capital allocator and is not classified as an ESG-focused advisor.
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 Funds75%
- Exchange Traded Equities16%
- US Government Bonds6%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$379M in ETFs
30%
$115M
70%
$264M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $50M | 133,731 | 13.21% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 10000 Memorial Dr
- Time zone
- CT (UTC-6)
- Office locations
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