BROWNLEE WEALTH MANAGEMENT
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 304855
- Registered since
- April 28, 2023
- Website
- bwmplanning.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI66.56%
- Corporations / Businesses31.77%
- Individuals1.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brownlee Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2023. The firm is owned by an individual and concentrates on serving individual and family clients through fee arrangements that include hourly and fixed fees rather than asset-based billing. Its stated advisory services center on financial planning and portfolio management for individuals, small businesses, and business or institutional clients. The firm does not present itself as a capital allocator or an active ESG investor. Its model emphasizes outsourced management and advice—delivering planning and discretionary portfolio services rather than operating third‑party funds or acting as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities16%
- US Government Bonds6%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Jared Machen
COOCRD 6492755
Contacts
3 of 4Nathan Steele
Associate, Financial AdvisorCRD 7620095
CAROLYN LINGLE
Associate, Financial AdvisorCRD 4877378
Josh Matthews
PartnerCRD 8180940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$324M in ETFs
29%
$94.5M
71%
$229M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $39M | 121,477 | 12.04% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 10000 Memorial Dr
- Time zone
- CT (UTC-6)
- Office locations
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