Brownlee Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 13, 2026, reports $465M in regulatory assets under management, 6 employees, 2 offices, and 358 accounts.
Assets Under Management
$465M
Employees
6
Offices
2 offices
Total Clients
86
Primary office
HOUSTON, TX
10000 MEMORIAL DRIVE, SUITE 440, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.2% of total clients.
Top client categories% of clientsClients
1
HNWI
80.2%
69
2
Individuals
19.8%
17
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$465Mas of March 13, 2026
Discretionary86.1%
$401M
86% of total RAUM86.1%
Non-discretionary13.9%
$65M
14% of total RAUM13.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$465M
Total Accounts358
10Y AUM Change+$283M (+155.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee14:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.