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M.k. Brown Wealth Advisory, LLC

● SEC registered since 2021CRD 121269SEC# 801-121348Oakwood, OH
Export (members)
Reg. AUM
$164M
Employees
3
Accounts
293
Location
Oakwood, OH

M.k. Brown Wealth Advisory, LLC assets under management

M.k. Brown Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Oakwood, OH. The firm has been registered since 2021. It reports $164 million in regulatory assets under management and employs 3 people.
www.mkbrown.comView on SEC.gov ↗

M.k. Brown Wealth Advisory, LLC owners & executives

1 reported
NameTitleOwnershipSince
Elizabeth Brown Kussman ControlManaging Member/Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does M.k. Brown Wealth Advisory, LLC manage?

M.k. Brown Wealth Advisory, LLC reports $164 million in regulatory assets under management on its Form ADV.

How many employees does M.k. Brown Wealth Advisory, LLC have?

M.k. Brown Wealth Advisory, LLC reports 3 employees.

Where is M.k. Brown Wealth Advisory, LLC located?

M.k. Brown Wealth Advisory, LLC is based in Oakwood, OH and has been SEC-registered since 2021.

Does M.k. Brown Wealth Advisory, LLC disclose fund performance?

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

Contact & registration

Address2331 Far Hills Ave., Suite 100, Oakwood, OH 45419
Phone937-298-8904
Fax937-298-8950
Office hours8:30 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162M
Non-discretionary$2M
Total (RAUM)$164M