BWM PLANNING LLC
Doing business as BROWNLEE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$465,289,174
Discretionary
$400,582,298
Non-discretionary
$64,706,876
Firm details
- CRD number
- 304855
- SEC file number
- 801-127789
- Main office
- HOUSTON, TX, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees
As of October 2026.