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Brown Wealth Management, LLC

● SEC registered since 2023CRD 324695SEC# 801-127594Naperville, IL
Export (members)
Reg. AUM
$408.6M
Employees
8
Accounts
1,097
Location
Naperville, IL

Brown Wealth Management, LLC assets under management

Brown Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Naperville, IL. The firm has been registered since 2023. It reports $408.6 million in regulatory assets under management and employs 8 people.
www.raiwealth.comView on SEC.gov ↗

Brown Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Gregory Scott Aagaard ControlOwner/MemberUnder 5%2014
Melissa Anne Imbrogno ControlPartner & CcoUnder 5%2014
Scott Alexander Brown ControlManaging PartnerOver 75%2014
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Frequently asked questions

How much does Brown Wealth Management, LLC manage?

Brown Wealth Management, LLC reports $408.6 million in regulatory assets under management on its Form ADV.

How many employees does Brown Wealth Management, LLC have?

Brown Wealth Management, LLC reports 8 employees.

Where is Brown Wealth Management, LLC located?

Brown Wealth Management, LLC is based in Naperville, IL and has been SEC-registered since 2023.

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

Address1700 Park Street, Suite 106, Naperville, IL 60563
Phone6307338434
Fax6307019879
Office hours8:00a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$360.7M
Non-discretionary$47.9M
Total (RAUM)$408.6M