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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MK Brown Wealth Advisory LLC
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|---|---|
| CRD # | 121269 |
| SEC # | 801-121348 |
| CIK # | |
| AUM | $164.0 M (2025-02-27) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 937-298-8904 |
| Address | 2331 Far Hills Ave Oakwood, OH 45419 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 50.0 |
| (b) Individuals (high net worth individuals) | 41 | 114.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 164.0 |
| By Discretionary | ||
| Discretionary | 290 | 162.0 |
| Non-Discretionary | 3 | 2.0 |
| Total | 293 | 164.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.0 | |
| Total | 293 | 164.0 |
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|---|---|---|
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✚
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|
PrairieView Wealth Partners LLC
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IL | 0.2 |
|
Convexitas LLC
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IL | 0.2 |
|
Quantum Financial Advisors Inc
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|
MD | 0.2 |
|
Wealthguard Advisors Inc
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|
CA | 0.2 |
|
Silverpeak Wealth Advisors LLC
✚
|
CO | 0.2 |