Brownlee Wealth Management

Overview

Brownlee Wealth Management is an independent registered investment adviser structured as an LLC and registered with the SEC in 2023. Ownership is individual, and the firm focuses primarily on individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements are hourly and fixed-fee engagements rather than asset-based retainer models. The firm reports that it is not an active ESG investor, not a multi-state adviser, and does not operate as a capital allocator. Service delivery centers on discretionary portfolio management—reflected in its discretionary asset balances—and fee-for-service financial planning. The adviser also indicates the capacity to manage portfolios for small business and institutional clients, which suggests a mix of private client work and select institutional relationships rather than a single retail or institutional focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices