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| Brown Wealth Management LLC
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|---|---|
| CRD # | 324695 |
| SEC # | 801-127594 |
| CIK # | 0001987005 |
| AUM | 530.8 M (2026-03-11) |
| Employees | 12 (50% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Nvidia Corp | 6.0 | ||
| Apple Inc | 5.8 | ||
| iShares Bitcoin Trust | 3.4 | ||
| ETFS Precious Metals Basket Trust | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 281 | 87.8 |
| (b) Individuals (high net worth individuals) | 137 | 358.0 |
| (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 | 15 | 57.8 |
| (h) Charitable organizations | 15 | 23.2 |
| (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 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,220 | 530.8 |
| By Discretionary | ||
| Discretionary | 1,205 | 473.0 |
| Non-Discretionary | 15 | 57.8 |
| Total | 1,220 | 530.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 530.8 | |
| Total | 1,220 | 530.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001987005] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Elevated Financial Group LLC
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IN | 532.0 M |
|
Monument Capital Management LLC
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VA | 531.7 M |
|
Cerro Pacific Wealth Advisors LLC
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CA | 531.6 M |
|
XXI Wealth LLC
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IL | 531.5 M |
|
Ceeto Capital Group LLC
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FL | 531.4 M |
|
Santa Barbara Mgmt LLC
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|
IL | 530.2 M |
|
Matheson & Rock Wealth Management LLC
✚
|
IA | 530.0 M |
|
Yarger Wealth Strategies LLC
✚
|
OH | 529.7 M |
|
Barrett & Company Inc
✚
|
RI | 529.7 M |
|
Mindful Asset Planning LLC
✚
|
MN | 529.5 M |