Investment adviser · CRD 324695
RAI WEALTH
Investment adviser filing (IA)
BROWN WEALTH MANAGEMENT, LLC
NAPERVILLE, IL, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $531M Form ADV · Item 5.F
- Client accounts
- 1,220 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 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 | 137 | $358,022,754 | 67.5% |
| Individuals | 281 | $87,787,548 | 16.5% |
| Retirement plans | 15 | $57,790,731 | 10.9% |
| Charities | 15 | $23,191,498 | 4.4% |
| Corporations & businesses | Fewer than 5 | $3,996,775 | 0.8% |
Filing source
Form ADV 2070725 · Mar 11, 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 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed · Commissions
Principal office
1700 PARK STREET, SUITE 106NAPERVILLE, IL, 60563, United States
CRD 324695
Filing source
Form ADV 2070725 · Mar 11, 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.