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BROWNLEE WEALTH MANAGEMENT

HOUSTON, TX · CRD 304855 · IAPD ↗ · 281-377-3170

$465.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
March 2026 — BROWNLEE WEALTH MANAGEMENT reported RAUM up 57% ($295.8M -> $465.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
December 2025 — BROWNLEE WEALTH MANAGEMENT moved its main office from THE WOODLANDS, TX to HOUSTON, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
March 2025 — BROWNLEE WEALTH MANAGEMENT reported RAUM up 40% ($212.0M -> $295.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2025 — BROWNLEE WEALTH MANAGEMENT now reports custody of client assets ($31.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
October 2024 — BROWNLEE WEALTH MANAGEMENT added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
September 2024 — BROWNLEE WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
July 2024 — BROWNLEE WEALTH MANAGEMENT changed its website from bwmplanning.com to brownleewealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
July 2024 — BROWNLEE WEALTH MANAGEMENT moved its main office from HOUSTON, TX to THE WOODLANDS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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