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- Custodian
- Altruist · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Focus waveInsight +more
- Established Date
- 02-11-2002
- Office Locations
- 1
Office Locations
About Brown Wealth Management, LLC
Brown Wealth Management is a fee-only RIA in Conyers, GA providing fiduciary investment advice and financial planning. The firm designs, implements, and monitors professionally diversified portfolios tailored to client risk tolerance and goals, serving entrepreneurs, single women, growing families, and those nearing retirement. Offers retirement plan support (401(k) toolkit) and IRA planning; custodies with Pershing and SEI. Led by CFP Andrew McKinley Brown.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW MCKINLEY BROWN
CERTIFIED FINANCIAL PLANNER
- CRD
- #4502571
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,792,529 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,792,529 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,792,529
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,084,461,940 | 31.3% |
| Equity - Exchange | $613,258,030 | 17.7% |
| Corporate - Investment Grade | $440,021,298 | 12.7% |
| Municipal Bonds | $349,938,198 | 10.1% |
| U.S. Government/Agency | $190,560,405 | 5.5% |
| Cash | $786,494,762 | 22.7% |
| Total | $3,464,734,633 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION PEAK HARBOR | NORTH PEAK | G0IDFKR56 | KRQMO | 7.27% | $31,914,314 |
| VERTEX ELEMENT OAK | FUSION DELTA | FCIW0AVGT | RTOHU | 1.28% | $26,733,487 |
| DELTA ATLAS | ALPHA OAK | HPIV0K5B1 | POBS | 6.43% | $82,673,474 |
| DELTA FOCUS INSIGHT | PEAK ZENITH | 7D4D5MVMN | RTM | 11.26% | $79,545,247 |
| PRIME WAVE VERTEX | UNISON MOMENTUM | VU6YQI15N | RHIO | 9.26% | $67,623,156 |
| MERIDIAN FRONTIER | MERIDIAN MATRIX | 41J133BQD | JIW | 5.82% | $104,190,342 |
| HARBOR MOMENTUM PATHWAY | BRIDGE FUSION | 4BNU1WL9U | WPXP | 3.79% | $42,903,645 |
| DELTA CREST ELEMENT | SUMMIT PRIME | WI97O9OJ1 | QOR | 7.60% | $15,076,073 |