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Principal and Chief Compliance Officer · BR Wealth Management

Brian E. Randolph

CRD 4817385 · Named on Form ADV at one SEC-registered adviser

At a glance

BR Wealth Management, an SEC-registered wealth manager based in Boise, ID with $329 million in regulatory assets, lists Brian E. Randolph on its Form ADV as Principal and Chief Compliance Officer, a control person.

Firms and roles

  • BR Wealth ManagementPrincipal and Chief Compliance OfficerWealth manager · Boise, ID · $329M in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.