Bwm Planning Llc
- Regulatory AUM
- $465M
- Discretionary
- $401M
- Clients
- 86
- Avg AUM / client
- $5.4M
- Accounts
- 358
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $7.8M | 1.67% |
| High net worth individuals | 69 | $310M | 66.6% |
| Corporations and other businesses | Fewer than 5 clients | $148M | 31.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Douglas Brownlee | Owner | CFP | Jun 2019 (7y) | 50% – 75% |
| Jared Michael Machen | Chief Operating Officer & Chief Compliance Officer | CFP | Sep 2020 (6y) | 25% – 50% |
| Nathan Andrew Steele | Associate Advisor | CFP | Aug 2022 (4y) | Less than 5% |
| Carolyn Lingle | Registered representative | Chartered Financial Consultant | Jul 2024 (2y) | |
| Josh Taylor Matthews | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $401M (86% of AUM) Mar 2026
- Charles Schwab & Co. $57.1M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗