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BR WEALTH MANAGEMENT
BOISE, ID
208-258-2540
SEC #801-118952Total AUM
$328.8M
Employees
7Clients
348Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
380 E. PARKCENTER BLVD.
SUITE 205
BOISE
ID 83706
United States
SUITE 205
BOISE
ID 83706
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
208-258-2540
Financials
Total AUM
$328.8M
Accounts
874Discretionary
$311.1M
Accounts
836Non-Discretionary
$17.7M
Accounts
38
Clients
Individual Clients
237AUM
$78.1M
HNW Individual Clients
91AUM
$241.3M
Pension/Profit Sharing Plan Clients
4AUM
$2.5M
Charitable Organization Clients
4AUM
$2.1M
Corporation or Business Clients
12AUM
$4.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAIDLAMIMTNVORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.