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BROWNLEE WEALTH MANAGEMENT
Legal name: BWM PLANNING LLC
CRD 304855File 801-127789
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$465.3M
Above cohort median (national)
Discretionary AUM
$400.6M
Non-discretionary $64.7M
Clients
86
358 accounts
Employees
6
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 28, 2023
- Principal office
- 10000 MEMORIAL DRIVE, SUITE 440, HOUSTON, TX, 77024
- Phone
- 281-377-3170
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $465.3M
- Discretionary AUM
- $400.6M
- Non-discretionary AUM
- $64.7M
- Discretionary accounts
- 330
- Non-discretionary accounts
- 28
- Total accounts
- 358
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $147.8M |
| High net worth individuals | 69 | $309.7M |
| Individuals (other than high net worth individuals) | 17 | $7.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.