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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, TIMOTHY, BALFOUR | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (3)
MN ND WI
Address
12100 SINGLE TREE LANE, #175EDEN PRAIRIE, MN 55344
United States
Phone: 952-303-6715