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| Brown Wealth Management LLC
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|---|---|
| CRD # | 324695 |
| SEC # | 801-127594 |
| CIK # | 0001987005 |
| AUM | $408.6 M (2025-05-02) |
| Employees | 8 (75% Investors, 25% Brokers) |
| Phone | 630-733-8434 |
| Address | 1700 Park Street, Suite 106 Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 3.9 | ||
| ETFS Precious Metals Basket Trust | 3.6 | ||
| Apple Inc | 2.7 | ||
| Nvidia Corp | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 84.5 |
| (b) Individuals (high net worth individuals) | 111 | 253.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 47.9 |
| (h) Charitable organizations | 12 | 21.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,097 | 408.6 |
| By Discretionary | ||
| Discretionary | 1,081 | 360.7 |
| Non-Discretionary | 16 | 47.9 |
| Total | 1,097 | 408.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 408.6 | |
| Total | 1,097 | 408.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001987005] |
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|---|---|---|
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Juncture Wealth Strategies LLC
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|
AZ | 0.4 |
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Cross Staff Investments Inc
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NY | 0.4 |
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Gold Investment Management Ltd
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0.4 | |
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AG Asset Advisory LLC
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Parkwoods Wealth Partners LLC
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Soundview Advisors Inc
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Medallion Wealth Advisors LLC
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Kades & Cheifetz LLC
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