← Directory
BROWNLEE WEALTH MANAGEMENT
Legal name: BWM PLANNING LLC
CRD 304855File 801-127789
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2026 | Clients | 66 | 86 | increased by20 |
| Mar 1, 2026 | AUM | $295,776,156 | $465,289,174 | increased by$169,513,018 |
| Mar 1, 2026 | Accounts | 278 | 358 | increased by80 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BROWNLEE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BROWNLEE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.