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 owned LLC that registered with the SEC in 2020 and describes itself as a capital allocator serving both individual/family and institutional clients. The firm offers a mix of financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of third‑party advisers, and educational seminars. Its fee arrangements include percentages of assets under management as well as hourly and fixed fees. BR Wealth Management reports industry ties to a broker‑dealer and an insurance company. It does not identify as an active ESG investor and is not a multistate or related adviser.