BROWN WEALTH MANAGEMENT, LLC
CRD #121072 SEC #801-112699 EDEN PRAIRIE, MN 952-303-6715
SEC Registered
Total AUM
$199.5M
Discretionary
$175.4M
Employees
4
Clients
101
Accounts
629
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $199.5M | $175.4M | $24.1M | 4 | 0 |
| Mar 2024 | $173.3M | $151.9M | $21.4M | 4 | 0 |
| Mar 2023 | $159.3M | $139.2M | $20.1M | 4 | 0 |
| Mar 2022 | $163.2M | $140.9M | $22.3M | 4 | 0 |
| Dec 2021 | $142.2M | $120.9M | $21.3M | 4 | 0 |
| Mar 2021 | $142.2M | $120.9M | $21.3M | 4 | 0 |
| Jun 2020 | $117M | $99.4M | $17.5M | 4 | 1 |
| Mar 2020 | $117M | $99.4M | $17.5M | 4 | 1 |
| Mar 2019 | $107.8M | $93.6M | $14.2M | 4 | 8 |
| Apr 2018 | $107.4M | $91.2M | $16.2M | 5 | 10 |
| Feb 2018 | $107.4M | $91.2M | $16.2M | 5 | 10 |
DateMar 2025
Total AUM$199.5M
Discretionary$175.4M
Non-Disc.$24.1M
Employees4
Clients0
DateMar 2024
Total AUM$173.3M
Discretionary$151.9M
Non-Disc.$21.4M
Employees4
Clients0
DateMar 2023
Total AUM$159.3M
Discretionary$139.2M
Non-Disc.$20.1M
Employees4
Clients0
DateMar 2022
Total AUM$163.2M
Discretionary$140.9M
Non-Disc.$22.3M
Employees4
Clients0
DateDec 2021
Total AUM$142.2M
Discretionary$120.9M
Non-Disc.$21.3M
Employees4
Clients0
DateMar 2021
Total AUM$142.2M
Discretionary$120.9M
Non-Disc.$21.3M
Employees4
Clients0
DateJun 2020
Total AUM$117M
Discretionary$99.4M
Non-Disc.$17.5M
Employees4
Clients1
DateMar 2020
Total AUM$117M
Discretionary$99.4M
Non-Disc.$17.5M
Employees4
Clients1
DateMar 2019
Total AUM$107.8M
Discretionary$93.6M
Non-Disc.$14.2M
Employees4
Clients8
DateApr 2018
Total AUM$107.4M
Discretionary$91.2M
Non-Disc.$16.2M
Employees5
Clients10
DateFeb 2018
Total AUM$107.4M
Discretionary$91.2M
Non-Disc.$16.2M
Employees5
Clients10