BWM PLANNING LLC

BROWNLEE WEALTH MANAGEMENT
THE WOODLANDS, Texas·3 registered advisors·CRD# 304855
SEC# 801-1277895281-377-3170
01

Firm Overview

AUM
$212M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BWM PLANNING LLC

3 registered advisors
Jared Michael Machen
THE WOODLANDS, Texas
Justin Douglas Brownlee
THE WOODLANDS, Texas
CFP
Nathan Andrew Steele
THE WOODLANDS, Texas
05

Office Locations

THE WOODLANDS, Texas
3 advisors

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Data sourced from SEC Form ADV filings. BWM PLANNING LLC (CRD# 304855) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.