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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2023
- Office Locations
- 1
Office Locations
About RAI Wealth
RAI Wealth is an SEC-registered RIA (Brown Wealth Management, LLC d/b/a RAI Wealth) providing wealth advisement, financial planning, and ongoing portfolio management for individuals and select institutional relationships. The team builds customized long-term plans and investment strategies, emphasizing asset allocation and active management across public funds/ETFs and fixed income. Clients have an aggregated portal plus Schwab account access; brokerage is through unaffiliated Private Client Services.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT ALEXANDER BROWN
Managing Partner, Wealth Advisor
- CRD
- #5608638
- Ownership
- 75% or more
Gregory Scott Aagaard
Financial Advisor, General Partner, Owner
- CRD
- #4993109
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Jack Dykema
Associate
- CRD
- #7552196
Tyler Paul Jones
Chief Investment Officer
- CRD
- #6677737
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $472,998,575 | $392,530 |
| Non-Discretionary | $57,790,731 | $3,852,715 |
| Total | $530,789,306 | $435,073 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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