Falists
← Back to search

M.K. BROWN WEALTH ADVISORY

M.K. BROWN WEALTH ADVISORY, LLC

CRD 121269 · SEC 801-121348

Visit website

2331 FAR HILLS AVE., SUITE 100, OAKWOOD, OH, 45419, United States

Phone

937-298-8904

Fax

937-298-8950

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$165.5M

Discretionary AUM

$163.5M

Team

3 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; THIRD PARTY ADVISORY FEES

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals110$47.3M
High net worth individuals42$118.2M

States served

OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD