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BROWN WEALTH MANAGEMENT, LLC
CRD 119213
931 COMMERCIAL STREET, CONYERS, GA, 30012, United States
Phone
770-918-0702
Fax
770-860-1900
Registration
— (—)
Source
State registered
Total AUM
$98.8M
Discretionary AUM
$98.8M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVICE RELATED TO INSURANCE AND MORTGAGE PRODUCTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $19.5M |
| High net worth individuals | 32 | $79.0M |
| Charitable organizations | 1 | $304K |
All web addresses on file
Official SEC filing: View on IAPD