Brown Investors Wealth Management, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 313663
·
· www.browninvestorswealthmanagement.com
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ADV data as of Jan 23, 2026
- Regulatory AUM
- $1.6M
- Discretionary
- $1.6M
- Clients
- 10
- Avg AUM / client
- $163K
- Accounts
- 16
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $1.6M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rodney Williams | Registered representative | Jan 2026 (1y) |
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) | 01/23/2026 | 992 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
- • Percentage of assets under management
- • Other fees
- • FLAT FEE OF $300 - $400 DOLLARS FOR ASSET ALLOCATION SERVICE.
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Interactive Brokers $1.7M (107% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗