PPrivate Fund Data Log in Join · $37/mo

Brown Wealth Management, LLC

CRD 121072SEC# 801-112699Eden Prairie, MN
Export (members)
No longer SEC-registered. Brown Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$199.5M
Employees
4
Accounts
629
Location
Eden Prairie, MN

Brown Wealth Management, LLC assets under management

Brown Wealth Management, LLC is an SEC-registered investment adviser based in Eden Prairie, MN. It reports $199.5 million in regulatory assets under management and employs 4 people.

Brown Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy Balfour Brown ControlMember And Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Brown Wealth Management, LLC manage?

Brown Wealth Management, LLC reports $199.5 million in regulatory assets under management on its Form ADV.

How many employees does Brown Wealth Management, LLC have?

Brown Wealth Management, LLC reports 4 employees.

Where is Brown Wealth Management, LLC located?

Brown Wealth Management, LLC is based in Eden Prairie, MN.

Does Brown Wealth Management, LLC disclose fund performance?

Brown Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12100 Single Tree Lane, #175, Eden Prairie, MN 55344
Office hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$175.4M
Non-discretionary$24.1M
Total (RAUM)$199.5M