Brownlee Wealth Management

Brownlee Wealth Management (CRD# 304855) is a financial advisory firm headquartered in Houston, TX. They manage $211,952,611 in 218 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2700 Post Oak Blvd., Floor 21, Houston, TX 77056
https://brownleewealthmanagement.com
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $972,260
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, LA, TX

Financial Advisors at Brownlee Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Justin Brownlee, financial advisor The Woodlands TX
Justin D. Brownlee
CRD#: 6166759
1725 Hughes Landing Blvd, The Woodlands, TX 77380

Justin Brownlee (CRD# 6166759) is an Investment Advisor Representative working at Brownlee Wealth Management in The Woodlands, TX and has over 11 years of experience in the finance industry.

2
Jared Machen, financial advisor Houston TX
Jared M. Machen
CRD#: 6492755
2700 Post Oak Blvd., Floor 21, Houston, TX 77056

Jared Machen (CRD# 6492755) is an Investment Advisor Representative working at Brownlee Wealth Management in Houston, TX and has over 8 years of experience in the finance industry.

3
Nathan Steele, financial advisor Houston TX
Nathan A. Steele
CRD#: 7620095
2700 Post Oak Blvd., Floor 21, Houston, TX 77056

Nathan Steele (CRD# 7620095) is an Investment Advisor Representative working at Brownlee Wealth Management in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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