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Building 2BROWN WEALTH MANAGEMENT, LLC

Map pinEDEN PRAIRIE, MN
Phone952-303-6715
NotebookSEC #801-112699
Total AUM
$199.5M
Employees
4
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12100 SINGLE TREE LANE, #175
EDEN PRAIRIE
MN 55344
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
952-303-6715

ReceiptFinancials

Total AUM
$199.5M
Accounts
629
Discretionary
$175.4M
Accounts
592
Non-Discretionary
$24.1M
Accounts
37

ContactClients

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Individual Clients
58
AUM
$39.2M
HNW Individual Clients
59
AUM
$160.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
MNNDWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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