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BROWN WEALTH MANAGEMENT, LLC
12100 Single Tree Lane, #175
Eden Prairie, Minnesota 55344
Tel: 952-303-6715
About BROWN WEALTH MANAGEMENT, LLC
BROWN WEALTH MANAGEMENT, LLC, formally registered with the SEC as BROWN WEALTH MANAGEMENT, LLC. The firm was established in 03/26/2018. They have over 1 offices throughout the country.
BROWN WEALTH MANAGEMENT, LLC is a Eden Prairie, Minnesota based Financial Planning firm with nearly $173,270,000 assets under management, offering retirement planning & investment advisory services to 577 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121072 |
| SEC# | 801-112699 |
| Assets Managed by Firm | $173,270,000 |
| No. of Clients | 577 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 577 | $173,270,000 |
| Individuals (other than high net worth individuals) | 56 | $34,026,000 |
| High net worth individuals | 61 | $139,244,000 |
More Retirement Planning firms in Eden Prairie, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 |
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