B
CRD: 313663
Brown Investors Wealth Management
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Brown Investors Wealth Management
Brown Investors Wealth Management is an Atlanta-based RIA that pairs financial education with ongoing advice and portfolio management. Services include financial and retirement planning, 401(k) and retirement account rollovers, and private wealth management tailored to each client’s goals and risk tolerance. Portfolios are primarily ETF-based, and the firm custodies with Interactive Brokers.
Team overview
44 AVG AGE
$1.6M AVG AUM / ADVISOR
$163.4K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Rodney Williams
Chief Compliance Officer, PARTNER
- CRD
- #7351517
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,634,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,634,200 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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