Bwm Planning LLC
● SEC registered since 2023CRD 304855SEC# 801-127789Houston, TX
Reg. AUM
$465.3M
Employees
6
Accounts
358
Location
Houston, TX
Bwm Planning LLC assets under management
Bwm Planning LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2023. It reports $465.3 million in regulatory assets under management and employs 6 people.
Bwm Planning LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared Michael MacHen Control | Chief Operating Officer & Chief Compliance Officer | 10-25% | 2020 |
| Josh Taylor Matthews | Private Wealth Associate | Under 5% | 2026 |
| Justin Douglas Brownlee Control | Owner | 50-75% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bwm Planning LLC manage?
Bwm Planning LLC reports $465.3 million in regulatory assets under management on its Form ADV.
How many employees does Bwm Planning LLC have?
Bwm Planning LLC reports 6 employees.
Where is Bwm Planning LLC located?
Bwm Planning LLC is based in Houston, TX and has been SEC-registered since 2023.
Does Bwm Planning LLC disclose fund performance?
Bwm Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10000 Memorial Drive, Suite 440, Houston, TX 77024 |
| Phone | 281-377-3170 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$465.3M▲ 57%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$465.3Mregulatory AUM
Discretionary $400.6MNon-discretionary $64.7M