BWM PLANNING LLC
Legal name: BROWNLEE WEALTH MANAGEMENT
CRD #304855 SEC #801-127789 HOUSTON, TX 281-377-3170
SEC Registered
Total AUM
$295.8M
Discretionary
$244.9M
Employees
5
Clients
51
Accounts
278
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $295.8M | $244.9M | $50.9M | 5 | 0 |
| Jul 2025 | $295.8M | $244.9M | $50.9M | 5 | 0 |
| Mar 2025 | $295.8M | $244.9M | $50.9M | 5 | 0 |
| Feb 2025 | $295.8M | $244.9M | $50.9M | 5 | 0 |
| Nov 2024 | $212M | $193.5M | $18.4M | 3 | 2 |
| Oct 2024 | $212M | $193.5M | $18.4M | 3 | 2 |
| Sep 2024 | $212M | $193.5M | $18.4M | 3 | 2 |
| Aug 2024 | $212M | $193.5M | $18.4M | 3 | 2 |
| Jun 2024 | $212M | $193.5M | $18.4M | 3 | 2 |
| Feb 2024 | $212M | $193.5M | $18.4M | 3 | 2 |
| Oct 2023 | $254.4M | $240.7M | $13.7M | 3 | 1 |
| Sep 2023 | $254.4M | $240.7M | $13.7M | 3 | 1 |
| Sep 2023 | $254.4M | $240.7M | $13.7M | 3 | 1 |
| Aug 2023 | $182.2M | $168.1M | $14.1M | 3 | 1 |
| Aug 2023 | $182.2M | $168.1M | $14.1M | 3 | 1 |
| Mar 2023 | $182.2M | $168.1M | $14.1M | 3 | 1 |
DateSep 2025
Total AUM$295.8M
Discretionary$244.9M
Non-Disc.$50.9M
Employees5
Clients0
DateJul 2025
Total AUM$295.8M
Discretionary$244.9M
Non-Disc.$50.9M
Employees5
Clients0
DateMar 2025
Total AUM$295.8M
Discretionary$244.9M
Non-Disc.$50.9M
Employees5
Clients0
DateFeb 2025
Total AUM$295.8M
Discretionary$244.9M
Non-Disc.$50.9M
Employees5
Clients0
DateNov 2024
Total AUM$212M
Discretionary$193.5M
Non-Disc.$18.4M
Employees3
Clients2
DateOct 2024
Total AUM$212M
Discretionary$193.5M
Non-Disc.$18.4M
Employees3
Clients2
DateSep 2024
Total AUM$212M
Discretionary$193.5M
Non-Disc.$18.4M
Employees3
Clients2
DateAug 2024
Total AUM$212M
Discretionary$193.5M
Non-Disc.$18.4M
Employees3
Clients2
DateJun 2024
Total AUM$212M
Discretionary$193.5M
Non-Disc.$18.4M
Employees3
Clients2
DateFeb 2024
Total AUM$212M
Discretionary$193.5M
Non-Disc.$18.4M
Employees3
Clients2
DateOct 2023
Total AUM$254.4M
Discretionary$240.7M
Non-Disc.$13.7M
Employees3
Clients1
DateSep 2023
Total AUM$254.4M
Discretionary$240.7M
Non-Disc.$13.7M
Employees3
Clients1
DateSep 2023
Total AUM$254.4M
Discretionary$240.7M
Non-Disc.$13.7M
Employees3
Clients1
DateAug 2023
Total AUM$182.2M
Discretionary$168.1M
Non-Disc.$14.1M
Employees3
Clients1
DateAug 2023
Total AUM$182.2M
Discretionary$168.1M
Non-Disc.$14.1M
Employees3
Clients1
DateMar 2023
Total AUM$182.2M
Discretionary$168.1M
Non-Disc.$14.1M
Employees3
Clients1