Brown Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$98,792,529
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
105
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
105
Average account size
$940,881
About
Brown Wealth Management is an independent advisory firm that serves individuals and high‑net‑worth clients as well as pension plans, foundations/charitable organizations, trusts, estates and business entities, offering ongoing asset management, financial planning, pension consulting, and non‑securities advice. Like many independent advisors, it provides tailored portfolio management and typically charges asset‑based fees for discretionary management.
The firm generally acts on a discretionary basis to construct and rebalance customized portfolios, employing both fundamental and technical analysis and a broad investment menu that includes exchange‑listed equities, mutual funds, ETFs, options, futures and privately offered interests. It also recommends third‑party managers when appropriate, prepares investment policy statements, monitors plan investments, and delivers participant education and individualized participant advice for retirement plans.
Notably, the firm reports managing nearly $98.8 million in discretionary assets and regularly works with institutional pension plans and charitable organizations — client types that are less common among solo independent advisers. It also provides non‑securities planning services (tax, estate and insurance guidance) and access to more complex instruments and private placements, indicating a broader service set than many peers of similar size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Advice related to insurance and mortgage products
Advice related to insurance and mortgage products
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
Annual flat/fixed fees from $5,000 to $25,000; non-annual flat fees from $500 to $5,000
Hourly fees for financial planning and advisory services range from $150 to $500
Minimum fee: No minimum annual fee; no minimum account/portfolio balance initially or ongoing Fee-only: Asset-based fees typically around 1.0% annually but negotiable; flat/fixed fees ranging from $5,000 to $25,000; hourly fees from $150 to $500
Main office location
Brown Wealth Management, LLC
931 Commercial Street
Conyers GA 30012, United States
Number of offices
1
Most active in
Brown Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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