D. M. Brenner, Inc.
D. M. Brenner, Inc. is an SEC-registered wealth manager in Solana Beach, CA with $193.6M assets under management (AUM, regulatory AUM), +10% over one year. See who owns D. M. Brenner, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134398, SEC 801-119136, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $193.6M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Solana Beach, CA
- Employees
- 5
- Clients
- 137
- CRD
- 134398
- Ownership
- BRENNER, DAVID, MORGAN
How much AUM does D. M. Brenner, Inc. have?
D. M. Brenner, Inc. reported $193.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns D. M. Brenner, Inc.?
Disclosed owners and executives of D. M. Brenner, Inc. include BRENNER, DAVID, MORGAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.