D.S. BROWN WEALTH ADVISORS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 307362
- Website
- www.dsbrownwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.58%
- Individuals45.42%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
D.S. Brown Wealth Advisors, LLC is an independent registered investment adviser structured as an LLC that serves individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses, and also operates as an insurance broker. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not multi-state registered, and is not a pension consultant or related adviser.
Assets & Accounts
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 Funds87%
- Exchange Traded Equities5%
- State & Local Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
Contacts
1 of 1DAVID BROWN
PrincipalCRD 5330743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, 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
- FULTON
- Address
- 2 Ballpark Ctr 800 Battery Ave
- Time zone
- ET (UTC-5)
- Office locations
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