← Tributary

BROWN WEALTH MANAGEMENT, LLC

EDEN PRAIRIE, MN · CRD 121072 · IAPD ↗ · brownwealth.com · 952-303-6715

$199.5MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — BROWN WEALTH MANAGEMENT, LLC (EDEN PRAIRIE, MN) left the SEC roster (was $199.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.