Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > the woodlands > BROWNLEE WEALTH MANAGEMENT
BROWNLEE WEALTH MANAGEMENT
8111 Ashlane Way
Suite 206
The Woodlands, Texas 77382
Tel: 281-377-3170
About BROWNLEE WEALTH MANAGEMENT
BROWNLEE WEALTH MANAGEMENT, formally registered with the SEC as BROWNLEE WEALTH MANAGEMENT. The firm was established in 04/28/2023. They have over 6 offices throughout the country.
BROWNLEE WEALTH MANAGEMENT is a The Woodlands, Texas based Financial Planning firm with nearly $295,776,156 assets under management, offering retirement planning & investment advisory services to 278 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304855 |
| SEC# | 801-127789 |
| Assets Managed by Firm | $295,776,156 |
| No. of Clients | 278 |
| No. of Advisors | 5 |
Fee Structure
- 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 278 | $295,776,156 |
| Individuals (other than high net worth individuals) | 21 | $12,049,609 |
| High net worth individuals | 45 | $182,347,933 |
| Corporations or other businesses | Fewer than 5 clients | $101,378,614 |
More Retirement Planning firms in The Woodlands, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in The Woodlands, Texas