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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-22-2020
- Office Locations
- 1
Office Locations
About BR Wealth Management
BR Wealth Management is an Idaho-based independent advisory team serving a select group of families and business owners nationwide. The firm coordinates comprehensive financial planning and investment management—aligning goals, experience, and risk tolerance into a tailored, multigenerational strategy, including legacy and business-transition needs. Portfolios are built with an asset-allocation approach using ETFs and mutual funds, and are custodied at Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN ERIC RANDOLPH
Chief Compliance Officer, PRINCIPAL
- CRD
- #4817385
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THEODORE CARTER ARMSTRONG
Financial Advisor, General Partner
- CRD
- #2310508
Benson Scott Laing
Financial Advisor
- CRD
- #8042618
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,078,878 | $372,104 |
| Non-Discretionary | $17,735,836 | $466,733 |
| Total | $328,814,714 | $376,218 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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