Unclaimed Profile

William Scott West

BROWN WEALTH MANAGEMENT, LLC·NAPERVILLE, Illinois

Clean recordBROWN WEALTH MANAGEMENT, LLC

1700 PARK STREET, SUITE 106, NAPERVILLE, IL 60563CRD# 6219999Firm CRD# 324695

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Scott West · NAPERVILLE, IL

Registration

CRD #6219999 · BROWN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Scott West is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with BROWN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BROWN WEALTH MANAGEMENT, LLC

RAI WEALTH

AUM

$326M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BROWN WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 6219999

Firm CRD# 324695

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Scott West offer?

William Scott West specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are William Scott West's credentials?

William Scott West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Scott West located?

William Scott West is based in NAPERVILLE, Illinois, working with BROWN WEALTH MANAGEMENT, LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.

How does William Scott West charge for services?

William Scott West's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROWN WEALTH MANAGEMENT, LLC?

BROWN WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $326M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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