BROWN WEALTH MANAGEMENT, LLC
DBA: RAI WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $530.8M |
| Discretionary | $473.0M89% of AUM |
| Non-Discretionary | $57.8M |
| Client Accounts | 1,220 |
| Avg Account Size | $435K |
| Employees | 12 |
| Peak AUM | $530.8MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $531M | +29.9% | — | — | |
| Discretionary AUM | $473M | ||||
Key Metrics
| Total AUM | $530.8M |
| Discretionary | $473.0M |
| Employees | 12 |
| Client Accounts | 1220 |
| Client Range | 101-250 |
Contact & Location
Address
1700 PARK STREET, SUITE 106
NAPERVILLE IL 60563
Phone
6307338434
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$473M
89.1% of AUM
Non-Discretionary
$58M
10.9% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Other Registrations
Registered RepBanking Institution