BR WEALTH MANAGEMENT

380 E. Parkcenter Blvd.
Suite 205
Boise, Idaho 83706
Tel: 208-258-2540

About BR WEALTH MANAGEMENT

BR WEALTH MANAGEMENT, formally registered with the SEC as BR WEALTH MANAGEMENT. The firm was established in 06/22/2020. They have over 1 offices throughout the country.

BR WEALTH MANAGEMENT is a Boise, Idaho based Financial Planning firm with nearly $259,017,418 assets under management, offering retirement planning & investment advisory services to 735 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307546
SEC#	801-118952
Assets Managed by Firm	$259,017,418
No. of Clients	735
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	735	$259,017,418
Individuals (other than high net worth individuals)	210	$67,667,202
High net worth individuals	83	$184,614,877
Pension and profit sharing plans	3	$609,957
Charitable organizations	5	$1,730,191
Corporations or other businesses	11	$4,395,191

More Retirement Planning firms in Boise, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

Explore More Retirement Advisors in Boise, Idaho

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.