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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 11, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROGENMOSER, DAVID, MARTIN | I | MEMBER | NA | |
| ROGENMOSER, DAVID, MARTIN | I | MEMBER | NA | |
| ROGENMOSER, DAVID, MARTIN | I | MEMBER | NA | |
| ROGENMOSER, DAVID, MARTIN | I | MEMBER | NA | |
| ROGENMOSER, DAVID, MARTIN | I | MEMBER | NA | |
| ROGENMOSER, DAVID, MARTIN | I | MEMBER | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | NA | |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| BROWNLEE, JUSTIN, DOUGLAS | I | OWNER | D | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Machen, Jared, Michael | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | B | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | B | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | B | |
| Steele, Nathan, Andrew | I | ASSOCIATE ADVISOR | B |
Registrations
Federal
IA
Sep 11, 2025 REGISTERED
Notice Filings (3)
AR LA TX
Address
10000 MEMORIAL DRIVESUITE 440
HOUSTON, TX 77024
United States
Phone: 281-377-3170