Brownlee Wealth Management
Brownlee Wealth Management is an SEC-registered wealth manager in Houston, TX with $465.3M assets under management (AUM, regulatory AUM), +57% over one year. See who owns Brownlee Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304855, SEC 801-127789, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $465.3M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 6
- Clients
- 86
- CRD
- 304855
- Ownership
- BROWNLEE, JUSTIN, DOUGLAS; Machen, Jared, Michael; ROGENMOSER, DAVID, MARTIN; Steele, Nathan, Andrew; Matthews, Josh, Taylor
How much AUM does Brownlee Wealth Management have?
Brownlee Wealth Management reported $465.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Brownlee Wealth Management?
Disclosed owners and executives of Brownlee Wealth Management include BROWNLEE, JUSTIN, DOUGLAS, Machen, Jared, Michael, ROGENMOSER, DAVID, MARTIN, Steele, Nathan, Andrew, Matthews, Josh, Taylor. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.