M.k. Brown Wealth Advisory
M.k. Brown Wealth Advisory is an SEC-registered wealth manager in Oakwood, OH with $165.5M assets under management (AUM, regulatory AUM), +1% over one year. See who owns M.k. Brown Wealth Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121269, SEC 801-121348, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $165.5M (2026-02-26)
- Firm type
- Wealth Manager
- Location
- Oakwood, OH
- Employees
- 3
- Clients
- 152
- CRD
- 121269
- Ownership
- BROWN, MARTIN, KUNTZ; BROWN, SUSAN, CHANEY; KUSSMAN, ELIZABETH, BROWN
How much AUM does M.k. Brown Wealth Advisory have?
M.k. Brown Wealth Advisory reported $165.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns M.k. Brown Wealth Advisory?
Disclosed owners and executives of M.k. Brown Wealth Advisory include BROWN, MARTIN, KUNTZ, BROWN, SUSAN, CHANEY, KUSSMAN, ELIZABETH, BROWN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.