Brown Wealth Management, LLC

Brown Wealth Management, LLC is a firm offering financial services in Eden Prairie, MN. This firm has an average portfolio account balance of $916.0K and more than $54.9M in assets under management. This firm's primary clients are pre-retirees, retirees, and woman who have been widowed or divorced. This firm is registered ...(see more)

Firm Information

Articles/Publications

Tim Brown, MBA, CFA, CFP

Advisors (1)

Name	Start Date
Tim Brown, MBA, CFA, CFP	Jun 2002

*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$55.0M

Total Assets

Clients

$916.3K

Estimated Average Account Balance Per Client

*An individual AUM and number of accounts has been entered by the firm and has not been verified.

Ownership

Tim Brown, MBA, CFA, CFP (75% or more)

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name	Title	Tenure Date
Tim Brown, MBA, CFA, CFP	Principal	06/01/2002

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:	12100 Single Tree Lane, #175 Eden Prairie , MN 55344
Phone Number:	952-303-6715

Firm Compensation Arrangements

Fee Only
Firm

This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Key Information

Type:	Investment Adviser Firm
HQ:	Eden Prairie, MN
Employees:	About 3
Total Assets:	$55.0M
Website:	Brown Wealth Management, LLC

Client Types

	High Net Worth Individuals
	Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing as of 03/27/2012.

Professional Designations

Certified Financial Planner

A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Chartered Financial Analyst

Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Membership Associations

Financial Planning Association

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Garrett Planning Network

The Garrett Planning Network Inc. is an international network of fee-only financial advisors and planners. We are independent advisors and our goal is to make competent and objective advice accessible through hourly as-needed financial planning.

Kingdom Advisors

Kingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.

National Association of Personal Financial Advisors

NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

State Registrations

Brown Wealth Management, LLC is registered in the following states: WI and MN

Firm Services

	Financial Planning	50%
	Estate Planning
	Comprehensive Financial Planning
	Retirement Planning
	College Planning
	Charitable Planning
	Portfolio Management	50%
	Individuals and/or Small Businesses
	Businesses or Institutional Clients