MK Brown Wealth Advisory LLC

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Assets, Funds, Holdings

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MK Brown Wealth Advisory LLC
CRD #121269
SEC #801-121348
CIK #
AUM 165.5 M (2026-02-26)
Employees 3 (33% Investors, 33% Brokers)
Phone937-298-8904
Address2331 Far Hills Ave
Oakwood, OH 45419
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
170136102683402006201320202027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 110 47.3
(b) Individuals (high net worth individuals) 42 118.2
(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 282 165.5
By Discretionary
Discretionary 279 163.5
Non-Discretionary 3 2.1
Total 282 165.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 165.5
Total 282 165.5
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
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