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M.K. BROWN WEALTH ADVISORY, LLC

dba M.K. BROWN WEALTH ADVISORY · CRD 121269 · Registered Investment Adviser

M.K. BROWN WEALTH ADVISORY, LLC is a Registered Investment Adviser headquartered in OAKWOOD, OH. The firm reports $165,540,986 in regulatory assets under management across 282 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$163,462,004
Non-discretionary$2,078,982
Total RAUM$165,540,986
Accounts282

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 121269. adviserinfo.sec.gov/firm/summary/121269.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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