BWM PLANNING LLC

BROWNLEE WEALTH MANAGEMENT
THE WOODLANDS, Texas·4 registered advisors·CRD# 304855
SEC# 801-1277895281-377-3170
01

Firm Overview

AUM
$212M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
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

4 registered advisors
David Martin Rogenmoser
HOUSTON, Texas
Jared Michael Machen
THE WOODLANDS, Texas
Justin Douglas Brownlee
THE WOODLANDS, Texas
Nathan Andrew Steele
THE WOODLANDS, Texas
05

Office Locations

THE WOODLANDS, Texas
3 advisors
HOUSTON, Texas
1 advisor

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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.