Brown Wealth Management, LLC
● SEC registered since 2023CRD 324695SEC# 801-127594Naperville, IL
Reg. AUM
$530.8M
Employees
12
Accounts
1,220
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 $530.8 million in regulatory assets under management and employs 12 people.
Brown Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Scott Aagaard Control | Owner/Member | Under 5% | 2014 |
| Melissa Anne Imbrogno Control | Partner & Cco | Under 5% | 2014 |
| Scott Alexander Brown Control | Managing Partner | Over 75% | 2014 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Brown Wealth Management, LLC manage?
Brown Wealth Management, LLC reports $530.8 million in regulatory assets under management on its Form ADV.
How many employees does Brown Wealth Management, LLC have?
Brown Wealth Management, LLC reports 12 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
| Address | 1700 Park Street, Suite 106, Naperville, IL 60563 |
| Phone | 6307338434 |
| Fax | 6307019879 |
| Office hours | 8:00a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$530.8M▲ 30%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$530.8Mregulatory AUM
Discretionary $473MNon-discretionary $57.8M