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BROWNLEE WEALTH MANAGEMENT
BWM PLANNING LLC
CRD 304855 · SEC 801-127789
10000 MEMORIAL DRIVE, SUITE 440, HOUSTON, TX, 77024, United States
Phone
281-377-3170
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$465.3M
Discretionary AUM
$400.6M
Team
6 total employees; 5 advisory reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $7.8M |
| High net worth individuals | 69 | $309.7M |
States served
AR, LA, TX
All web addresses on file
Official SEC filing: View on IAPD