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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 2, 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 |
|---|---|---|---|---|
| Aagaard, Gregory, Scott | I | OWNER/MEMBER | NA | Control |
| Aagaard, Gregory, Scott | I | OWNER/MEMBER | NA | Control |
| Aagaard, Gregory, Scott | I | OWNER/MEMBER | NA | Control |
| Aagaard, Gregory, Scott | I | OWNER/MEMBER | NA | Control |
| Aagaard, Gregory, Scott | I | OWNER/MEMBER | NA | Control |
| Aagaard, Gregory, Scott | I | OWNER/MEMBER | NA | Control |
| Aagaard, Gregory, Scott | I | OWNER/MEMBER | NA | Control |
| Aagaard, Gregory, Scott | I | OWNER/MEMBER | NA | Control |
| Aagaard, Gregory, Scott | I | OWNER/MEMBER | NA | Control |
| IMBROGNO, MELISSA, ANNE | I | PARTNER & CCO | NA | Control |
| IMBROGNO, MELISSA, ANNE | I | PARTNER & CCO | NA | Control |
| IMBROGNO, MELISSA, ANNE | I | PARTNER & CCO | NA | Control |
| IMBROGNO, MELISSA, ANNE | I | PARTNER & CCO | NA | Control |
| IMBROGNO, MELISSA, ANNE | I | PARTNER & CCO | NA | Control |
| IMBROGNO, MELISSA, ANNE | I | PARTNER & CCO | NA | Control |
| IMBROGNO, MELISSA, ANNE | I | PARTNER & CCO | NA | Control |
| IMBROGNO, MELISSA, ANNE | I | PARTNER & CCO | NA | Control |
| IMBROGNO, MELISSA, ANNE | I | PARTNER & CCO | NA | Control |
| WEST, WILLIAM, SCOTT | I | OWNER/MEMBER | NA | Control |
| WEST, WILLIAM, SCOTT | I | OWNER/MEMBER | NA | Control |
| WEST, WILLIAM, SCOTT | I | OWNER/MEMBER | NA | Control |
| WEST, WILLIAM, SCOTT | I | OWNER/MEMBER | NA | Control |
| WEST, WILLIAM, SCOTT | I | OWNER/MEMBER | NA | Control |
| WEST, WILLIAM, SCOTT | I | OWNER/MEMBER | NA | Control |
| WEST, WILLIAM, SCOTT | I | OWNER/MEMBER | NA | Control |
| BROWN, SCOTT, ALEXANDER | I | MANAGING PARTNER | E | Control |
| BROWN, SCOTT, ALEXANDER | I | MANAGING PARTNER | E | Control |
| BROWN, SCOTT, ALEXANDER | I | MANAGING PARTNER | E | Control |
| BROWN, SCOTT, ALEXANDER | I | MANAGING PARTNER | E | Control |
| BROWN, SCOTT, ALEXANDER | I | MANAGING PARTNER | E | Control |
| BROWN, SCOTT, ALEXANDER | I | MANAGING PARTNER | E | Control |
| BROWN, SCOTT, ALEXANDER | I | MANAGING PARTNER | E | Control |
| BROWN, SCOTT, ALEXANDER | I | MANAGING PARTNER | E | Control |
| BROWN, SCOTT, ALEXANDER | I | MANAGING PARTNER | E | Control |
Registrations
Federal
IA
May 2, 2025 REGISTERED
Notice Filings (19)
AZ CA CO DC FL GA HI IA IL IN MI NH NY OH PA TN TX UT WI
Address
1700 PARK STREET, SUITE 106NAPERVILLE, IL 60563
United States
Phone: 6307338434