M.K. BROWN WEALTH ADVISORY, LLC
Legal name: M.K. BROWN WEALTH ADVISORY
CRD #121269 SEC #801-121348 OAKWOOD, OH 937-298-8904
SEC Registered
Total AUM
$164M
Discretionary
$162M
Employees
3
Clients
--
Accounts
293
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $164M | $162M | $2M | 3 | 0 |
| Sep 2024 | $149M | $149M | $0 | 3 | 0 |
| Aug 2024 | $149M | $149M | $0 | 3 | 0 |
| Mar 2024 | $149M | $149M | $0 | 4 | 0 |
| Apr 2023 | $128.1M | $128.1M | $0 | 4 | 0 |
| Feb 2023 | $128.1M | $128.1M | $0 | 4 | 0 |
| Jul 2022 | $160M | $160M | $0 | 4 | 0 |
| Mar 2022 | $160M | $160M | $0 | 4 | 0 |
| Apr 2021 | $132M | $132M | $0 | 4 | 0 |
| May 2012 | $55M | $45M | $10M | 1 | 26 |
| Apr 2012 | $55M | $45M | $10M | 1 | 26 |
| Mar 2012 | $55M | $45M | $10M | 1 | 26 |
| Jan 2012 | $55M | $45M | $10M | 1 | 26 |
| Dec 2011 | $55M | $45M | $10M | 1 | 26 |
| Dec 2011 | $52M | $40M | $12M | 1 | 26 |
| Mar 2011 | $52M | $40M | $12M | 5 | -- |
| Jan 2011 | $36M | $20M | $16M | 5 | -- |
| Feb 2008 | $34.3M | $0 | $34.3M | 5 | -- |
| Nov 2007 | $30M | $0 | $30M | 5 | -- |
| Sep 2007 | $30M | $0 | $30M | 5 | -- |
| Jan 2007 | $30M | $0 | $30M | 5 | -- |
| Jan 2007 | $30M | $0 | $30M | 5 | -- |
| Nov 2006 | $30M | $0 | $30M | 5 | -- |
DateFeb 2025
Total AUM$164M
Discretionary$162M
Non-Disc.$2M
Employees3
Clients0
DateSep 2024
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees4
Clients0
DateMay 2012
Total AUM$55M
Discretionary$45M
Non-Disc.$10M
Employees1
Clients26
DateApr 2012
Total AUM$55M
Discretionary$45M
Non-Disc.$10M
Employees1
Clients26
DateMar 2012
Total AUM$55M
Discretionary$45M
Non-Disc.$10M
Employees1
Clients26
DateJan 2012
Total AUM$55M
Discretionary$45M
Non-Disc.$10M
Employees1
Clients26
DateDec 2011
Total AUM$55M
Discretionary$45M
Non-Disc.$10M
Employees1
Clients26
DateDec 2011
Total AUM$52M
Discretionary$40M
Non-Disc.$12M
Employees1
Clients26
DateMar 2011
Total AUM$52M
Discretionary$40M
Non-Disc.$12M
Employees5
Clients--
DateJan 2011
Total AUM$36M
Discretionary$20M
Non-Disc.$16M
Employees5
Clients--
DateFeb 2008
Total AUM$34.3M
Discretionary$0
Non-Disc.$34.3M
Employees5
Clients--
DateNov 2007
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateSep 2007
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateJan 2007
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateJan 2007
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--
DateNov 2006
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--