Investment adviser · CRD 304855
BROWNLEE WEALTH MANAGEMENT
Investment adviser filing (IA)
BWM PLANNING LLC
HOUSTON, TX, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $465M Form ADV · Item 5.F
- Client accounts
- 358 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 69 | $309,704,122 | 66.6% |
| Corporations & businesses | Fewer than 5 | $147,816,399 | 31.8% |
| Individuals | 17 | $7,768,653 | 1.7% |
Filing source
Form ADV 2072586 · Mar 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Hourly · Fixed
Principal office
10000 MEMORIAL DRIVE, SUITE 440HOUSTON, TX, 77024, United States
CRD 304855
Filing source
Form ADV 2072586 · Mar 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.