Basic info
Industry
financial services
Sectors
equity compensation
risk management
Financial Services
Finance
liquidity events
estate planning
charitable giving
financial coordination
goal refinement
Wealth planning
tax management
multi-layer investment process
wealth philosophy
retirement planning
Legacy planning
portfolio management
Personal Finance
strategy selection
plan design
Date founded
1996
Funding rounds raised
B
Brown Wealth Management Group raised undisclosed on February 23, 2022
Investors: Stratos Wealth Partners
B
Brown Wealth Management Group raised undisclosed on May 29, 2020
Investors: Stratos Wealth Partners