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Alexis Viroya Browne

ALEXIS INVESTMENT PARTNERS, LLC·MONTGOMERY, Texas
Series 65Clean record5 years registeredALEXIS INVESTMENT PARTNERS, LLC
199 WATERPOINT CT, UNIT 204, MONTGOMERY, TX 77356CRD# 7262063Firm CRD# 313394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexis Viroya Browne · MONTGOMERY, TX
Registration
CRD #7262063 · ALEXIS INVESTMENT PARTNERS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Mar 2026 – present
ALEXIS INVESTMENT PARTNERS, LLC
May 2021 – Mar 2026
MONTGOMERY, TX
SOWELL MANAGEMENT
Nov 2020 – Jun 2021
Montgomery, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 17, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALEXIS INVESTMENT PARTNERS, LLC
CRD 313394 · SEC 801-121162
AUM
$160M
Regulatory assets under management
Employees
5
217 client accounts
Services offered by ALEXIS INVESTMENT PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at ALEXIS INVESTMENT PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Alexis Viroya Browne offer?
Alexis Viroya Browne specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONTGOMERY, Texas for a consultation.
What are Alexis Viroya Browne's credentials?
Alexis Viroya Browne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexis Viroya Browne located?
Alexis Viroya Browne is based in MONTGOMERY, Texas, working with ALEXIS INVESTMENT PARTNERS, LLC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Alexis Viroya Browne charge for services?
Alexis Viroya Browne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALEXIS INVESTMENT PARTNERS, LLC?
ALEXIS INVESTMENT PARTNERS, LLC has approximately 5 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALEXIS INVESTMENT PARTNERS, LLC

Jason William Browne
MONTGOMERY, TX

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