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RIA / WealthAdvisorCertified Financial Planner16 years in industry

MU-TIN WULTSCH

Advisor at BROWN FINANCIAL ADVISORY

FAIRHOPE, AL | Frederick, MD

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Search this name across graphsid dfx:ria:a785cf34-e1fd-e4e3-ee92-3f65b1d7bee0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 12, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BROWN FINANCIAL ADVISORY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 5, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 5, 2010
First registration: Aug 12, 2011
Dual registered: no
Other names: MU-TIN HUANG|MARIZA HUANG|MU-TIN HUANG|MARIZA WULTSCH
IAPD individual key: 4825499

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BROWN FINANCIAL ADVISORY	Independent wealth	Feb 4, 2022	n/a	yes	Frederick, MD\|FAIRHOPE, AL	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 4, 2016	Jan 30, 2017	no	San Francisco, CA	Previous registration
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Oct 13, 2014	Oct 12, 2015	no	MILWAUKEE, WI	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	Oct 30, 2012	no	PHOENIX, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 12, 2011	Apr 17, 2013	no	Phoenix, AZ\|Bellevue, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SCHWAB WEALTH ADVISORY, INC.	BROWN FINANCIAL ADVISORY	Jan 30, 2017	Feb 4, 2022	1,831	Firm change after gap	Other
WIPFLI FINANCIAL ADVISORS, LLC	SCHWAB WEALTH ADVISORY, INC.	Oct 12, 2015	Jan 4, 2016	84	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Apr 17, 2013	Jan 3, 2012	-470	Channel change	Other
SCHWAB WEALTH ADVISORY, INC.	WIPFLI FINANCIAL ADVISORS, LLC	Oct 30, 2012	Oct 13, 2014	713	Firm change after gap	Other

Relationships

Registered with (4)

→ BROWN FINANCIAL ADVISORYRegistered adviserregistration: current employment
Feb 4, 2022 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 4, 2016 to Jan 30, 2017factForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 13, 2014 to Oct 12, 2015factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 12, 2011 to Apr 17, 2013factForm ADV

Dated events

No dated event names this entity yet.