BROWN WEALTH MANAGEMENT, LLC
Legal name: RAI WEALTH
CRD #324695 SEC #801-127594 NAPERVILLE, IL 6307338434
SEC Registered
Total AUM
$408.6M
Discretionary
$360.7M
Employees
8
Clients
101
Accounts
1,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $408.6M | $360.7M | $47.9M | 8 | 4 |
| Feb 2025 | $408.6M | $360.7M | $47.9M | 8 | 4 |
| Mar 2024 | $326.1M | $293.4M | $32.7M | 8 | 3 |
| Nov 2023 | $242.3M | $233.8M | $8.5M | 8 | 2 |
| Oct 2023 | $242.3M | $233.8M | $8.5M | 8 | 2 |
| Jul 2023 | $242.3M | $233.8M | $8.5M | 8 | 2 |
| May 2023 | $242.3M | $233.8M | $8.5M | 8 | 2 |
| Mar 2023 | $0 | $0 | $0 | 7 | 2 |
| Mar 2023 | $0 | $0 | $0 | 7 | 2 |
DateMay 2025
Total AUM$408.6M
Discretionary$360.7M
Non-Disc.$47.9M
Employees8
Clients4
DateFeb 2025
Total AUM$408.6M
Discretionary$360.7M
Non-Disc.$47.9M
Employees8
Clients4
DateMar 2024
Total AUM$326.1M
Discretionary$293.4M
Non-Disc.$32.7M
Employees8
Clients3
DateNov 2023
Total AUM$242.3M
Discretionary$233.8M
Non-Disc.$8.5M
Employees8
Clients2
DateOct 2023
Total AUM$242.3M
Discretionary$233.8M
Non-Disc.$8.5M
Employees8
Clients2
DateJul 2023
Total AUM$242.3M
Discretionary$233.8M
Non-Disc.$8.5M
Employees8
Clients2
DateMay 2023
Total AUM$242.3M
Discretionary$233.8M
Non-Disc.$8.5M
Employees8
Clients2
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients2
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients2