BROWNLEE WEALTH MANAGEMENT of HOUSTON, TX is an SEC-registered investment adviser (CRD 304855). Regulatory assets under management: $465.3M.
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Justin Douglas Brownlee | OWNER | — |
| Jared Michael Machen | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Nathan Andrew Steele | ASSOCIATE ADVISOR | — |
| BROWNLEE JUSTIN DOUGLAS | OWNER | — |
| Machen Jared Michael | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| ROGENMOSER DAVID MARTIN | MEMBER | — |
| Steele Nathan Andrew | ASSOCIATE ADVISOR | — |
| Josh Taylor Matthews | PRIVATE WEALTH ASSOCIATE | — |