BR WEALTH MANAGEMENT

RIASEC RegisteredEst. 2020

Total AUM

$329M

Discretionary

$311M

95% of AUM

Avg account

$376K

Accounts

874

Employees

Advisory reps

Firm details

Headquarters: BOISE, Idaho
CRD number: 307546
Registered since: June 22, 2020
Website: www.brwealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.39%
Individuals23.76%
Corporations / Businesses1.45%
Pension & Profit Sharing Plans0.76%
Charitable Organizations0.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

BR Wealth Management is a privately held LLC that registered with the SEC in 2020 and is owned by an individual principal. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends discretionary portfolio management with financial planning and advisor-selection services. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Advisory activities listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, selection of other advisers, and educational seminars/workshops. BR Wealth Management reports affiliations with a broker-dealer and an insurance company and does not identify as an active ESG investor.