RAI WEALTH

Legal name: BROWN WEALTH MANAGEMENT, LLC

CRD 324695File 801-127594

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$530.8M

Above cohort median (national)

Discretionary AUM

$473.0M

Non-discretionary $57.8M

Clients

450

1,220 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 5, 2023
Principal office: 1700 PARK STREET, SUITE 106, NAPERVILLE, IL, 60563
Phone: 6307338434
Website: https://www.raiwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $530.8M
Discretionary AUM: $473.0M
Non-discretionary AUM: $57.8M
Discretionary accounts: 1,205
Non-discretionary accounts: 15
Total accounts: 1,220
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.0M
Charitable organizations	15	$23.2M
High net worth individuals	137	$358.0M
Pension and profit sharing plans	15	$57.8M
Individuals (other than high net worth individuals)	281	$87.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.