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BROWN WEALTH MANAGEMENT, LLC

12100 Single Tree Lane, #175
Eden Prairie, Minnesota 55344
Tel: 952-303-6715

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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 StatusApproved
Firm CRD#121072
SEC#801-112699
Assets Managed by Firm$173,270,000
No. of Clients577
No. of Advisors4

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 ClientsAUM
Firm Total577$173,270,000
Individuals (other than high net worth individuals)56$34,026,000
High net worth individuals61$139,244,000

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