Brown Wealth Management, LLC
CRD 121072SEC# 801-112699Eden Prairie, MN
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Balfour Brown Control | Member And Chief Compliance Officer | Over 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
| Address | 12100 Single Tree Lane, #175, Eden Prairie, MN 55344 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$199.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$199.5Mregulatory AUM
Discretionary $175.4MNon-discretionary $24.1M