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BR WEALTH MANAGEMENT

BOISE, ID · CRD 307546 · IAPD ↗ · brwealthmgmt.com · 208-258-2540

$328.8MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — BR WEALTH MANAGEMENT notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — BR WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — BR WEALTH MANAGEMENT grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2024 — BR WEALTH MANAGEMENT reported RAUM up 31% ($197.1M -> $259.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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