Owner · Brownlee Wealth Management
Justin D. Brownlee
CRD 6166759 · Named on Form ADV at one SEC-registered adviser
At a glance
Brownlee Wealth Management, an SEC-registered wealth manager based in Houston, TX with $465 million in regulatory assets, lists Justin D. Brownlee on its Form ADV as Owner, a control person.
Firms and roles
- Brownlee Wealth ManagementOwnerWealth manager · Houston, TX · $465M in regulatory assets
AtlasMembers
Justin’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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Colleagues named on the same filings
- Jared M. MachenChief Operating Officer & Chief Compliance Officer, Brownlee Wealth Management
- Nathan A. SteeleAssociate Advisor, Brownlee Wealth Management
- Josh T. MatthewsPrivate Wealth Associate, Brownlee Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.