Br Wealth Management
Br Wealth Management is an SEC-registered mass-market adviser in Boise, ID with $328.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Br Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307546, SEC 801-118952, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $328.8M (2026-04-28)
- Firm type
- Mass-Market Adviser
- Location
- Boise, ID
- Employees
- 7
- Clients
- 348
- CRD
- 307546
- Ownership
- RANDOLPH, BRIAN, ERIC; BETO, JERRY, LEONARD
How much AUM does Br Wealth Management have?
Br Wealth Management reported $328.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Br Wealth Management?
Disclosed owners and executives of Br Wealth Management include RANDOLPH, BRIAN, ERIC, BETO, JERRY, LEONARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.