| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared Michael MacHen Control | Chief Operating Officer & Chief Compliance Officer | 10-25% | 2020 |
| Justin Douglas Brownlee Control | Owner | 50-75% | 2019 |
| Nathan Andrew Steele | Associate Advisor | 10-25% | 2022 |
Bwm Planning LLC reports $295.8 million in regulatory assets under management on its Form ADV.
Bwm Planning LLC reports 5 employees.
Bwm Planning LLC is based in The Woodlands, TX and has been SEC-registered since 2023.
Bwm Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8111 Ashlane Way, Suite 206, The Woodlands, TX 77382 |
| Phone | 281-377-3170 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $244.9M |
| Non-discretionary | $50.9M |
| Total (RAUM) | $295.8M |