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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 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, SUSAN, CHANEY | I | N/A | NA | |
| BROWN, SUSAN, CHANEY | I | INACTIVE | NA | |
| BROWN, SUSAN, CHANEY | I | N/A | NA | |
| BROWN, SUSAN, CHANEY | I | N/A | NA | |
| BROWN, SUSAN, CHANEY | I | N/A | NA | |
| BROWN, SUSAN, CHANEY | I | N/A | NA | |
| BROWN, MARTIN, KUNTZ | I | GENERAL PARTNER CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | GENERAL PARTNER CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | GENERAL PARTNER CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | GENERAL PARTNER CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, MARTIN, KUNTZ | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSSMAN, ELIZABETH, BROWN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSSMAN, ELIZABETH, BROWN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KUSSMAN, ELIZABETH, BROWN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 27, 2025 REGISTERED
Notice Filings (4)
AZ FL OH TX
Address
2331 FAR HILLS AVE.SUITE 100
OAKWOOD, OH 45419
United States
Phone: 937-298-8904