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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BROWNLEE WEALTH MANAGEMENT

BWM PLANNING LLC, CRD 304855

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6209ea6-b0cf-bc49-1da7-4b9c0d6b4b88

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 29, 2023 to Mar 13, 2026
18 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.68 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $465MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $401M
Private client RAUM: $317MderivedItem 5.D individuals plus high net worth individuals
Private client share: 68%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $93.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 358
Individual clients: 17
High net worth clients: 69
Custody, client assets: $21.0M
SEC number: 801-127789
CRD: 304855
Filings on the tape: 18
First filed: Mar 29, 2023
Latest filed: Mar 13, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JUSTIN DOUGLAS BROWNLEE	Certified Financial Planner	Fort Worth, TX \| HOUSTON, TX	7	13	3	no
Jared Michael Machen	Certified Financial Planner	Fort Worth, TX \| HOUSTON, TX	5	11	2	no
Nathan Andrew Steele	Certified Financial Planner	Houston, TX \| HOUSTON, TX	3	12	n/a	no
CAROLYN LINGLE	Chartered Financial Consultant	Fort Worth, TX \| HOUSTON, TX	2	10	n/a	no
Josh Taylor Matthews	n/a	HOUSTON, TX	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROWNLEE, JUSTIN, DOUGLAS	Owner	D	yes	06/2019	Mar 29, 2023	Nov 18, 2024
Machen, Jared, Michael	CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER	C	yes	09/2020	Mar 29, 2023	Nov 18, 2024
Steele, Nathan, Andrew	ASSOCIATE ADVISOR	Na	no	08/2022	Aug 2, 2023	Nov 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FORT WORTH	TX	United States	4	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$465M	$401M	6	5	2	n/a	n/a
2024	Mar 26, 2025	$296M	$245M	5	4	5	n/a	n/a
2023	Feb 19, 2024	$212M	$194M	3	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$465M	$296M	57.3%	n/a	n/a	6	5	2	5

Relationships

Registered with (5)

← Josh Taylor MatthewsAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← CAROLYN LINGLEAdvisorregistration: current employment
Jul 19, 2024 to presentfactForm ADV
← Nathan Andrew SteeleAdvisorregistration: current employment
Sep 28, 2022 to presentfactForm ADV
← Jared Michael MachenAdvisorregistration: current employment
Oct 14, 2020 to presentfactForm ADV
← JUSTIN DOUGLAS BROWNLEEAdvisorregistration: current employment
Aug 26, 2019 to presentfactForm ADV

Controls (2)

← BROWNLEE, JUSTIN, DOUGLASOwnerOWNER, ownership code D, individual
Mar 29, 2023 to Nov 18, 2024factForm ADV
← Machen, Jared, MichaelOwnerCHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 29, 2023 to Nov 18, 2024factForm ADV

Owns (1)

← Steele, Nathan, AndrewOwnerASSOCIATE ADVISOR, ownership code NA, individual
Aug 2, 2023 to Nov 18, 2024factForm ADV

Dated events

Occurred
Feb 24, 2026
Regulatory AUM changed
Brownlee Wealth Management reported RAUM $465.3M, up 57% from $295.8M (2025-09-11 to 2026-02-24)
Form ADVobserved 5 days ago
$170M
Occurred
Mar 29, 2023
First Form ADV filing
Brownlee Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6209ea6-b0cf-bc49-1da7-4b9c0d6b4b88
First observed: Mar 29, 2023
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BROWNLEE WEALTH MANAGEMENT

BWM PLANNING LLC, CRD 304855

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6209ea6-b0cf-bc49-1da7-4b9c0d6b4b88

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:10 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JUSTIN DOUGLAS BROWNLEE

Certified Financial Planner

Fort Worth, TX | HOUSTON, TX

Jared Michael Machen

Certified Financial Planner

Fort Worth, TX | HOUSTON, TX

Nathan Andrew Steele

Certified Financial Planner

Houston, TX | HOUSTON, TX

n/a

CAROLYN LINGLE

Chartered Financial Consultant

Fort Worth, TX | HOUSTON, TX

n/a

Josh Taylor Matthews

n/a

HOUSTON, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWNLEE, JUSTIN, DOUGLAS

Owner

yes

06/2019

Mar 29, 2023

Nov 18, 2024

Machen, Jared, Michael

CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER

yes

09/2020

Mar 29, 2023

Nov 18, 2024

Steele, Nathan, Andrew

ASSOCIATE ADVISOR

08/2022

Aug 2, 2023

Nov 18, 2024

City

State

Country

Employees

Also broker-dealer

FORT WORTH

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$465M

$401M

n/a

2024

Mar 26, 2025

$296M

$245M

n/a

2023

Feb 19, 2024

$212M

$194M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$465M

$296M

57.3%

n/a