# Brownlee Wealth Management

Brownlee Wealth Management is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** The Woodlands, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** bwmplanning.com
- **LinkedIn:** https://www.linkedin.com/company/40908409

## Regulatory record

- **CRD number:** 304855
- **SEC file number:** 801-127789
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304855

## About

Brownlee Wealth Management was established in 2019. It operates as a Houston-area wealth manager and registered investment advisor. The firm provides investment advisory services that include financial planning, tax planning, and portfolio management. It serves individuals, high-net-worth individuals, corporations, and business entities. No additional offices or team size figures are disclosed. No dated operational events from the last 24 months appear in available records. The firm functions as a standard RIA without disclosed family-office structures or proprietary vehicles.

## Questions

### Who runs investment decisions at Brownlee Wealth Management?

No named principals or CIO appear in public records.

### Does Brownlee Wealth Management participate in fund commitments or only direct deals?

The firm provides portfolio management and advisory services; specific fund or direct deal activity is not disclosed.

## Related profiles

- [Brown Foundation](https://altss.com/profile/brown-foundation)
- [Brown, Lisle/Cummings](https://altss.com/profile/brown-lisle-cummings)

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Last updated: 2026-06-03T20:00:00.000Z

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