# BROWNLEE WEALTH MANAGEMENT

BROWNLEE WEALTH MANAGEMENT of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 304855
- Type: SEC-registered investment adviser
- SEC file number: 801-127789
- Location: 10000 MEMORIAL DRIVE, HOUSTON, TX, 77024
- Phone: 281-377-3170
- Latest filing: 2026-03-13
- Regulatory AUM: $465.3M
- Discretionary AUM: $400.6M
- Non-discretionary AUM: $64.7M
- Clients: 6
- Accounts: 358

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304855/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304855/similar
- Related entities: https://search.stillhousedata.com/firm/304855/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304855

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.