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RAI WEALTH
BROWN WEALTH MANAGEMENT, LLC
CRD 324695 · SEC 801-127594
1700 PARK STREET, SUITE 106, NAPERVILLE, IL, 60563, United States
Phone
6307338434
Fax
6307019879
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$530.8M
Discretionary AUM
$473.0M
Team
12 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 281 | $87.8M |
| High net worth individuals | 137 | $358.0M |
| Pension/profit sharing plans | 15 | $57.8M |
| Charitable organizations | 15 | $23.2M |
| Corporations/business entities | 2 | $4.0M |
States served
AZ, CO, IL, IN, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD