Basic info
Industry
financial services
Sectors
liquidity events
equity compensation
Wealth planning
wealth philosophy
portfolio management
Finance
plan design
Personal Finance
tax management
Legacy planning
strategy selection
risk management
goal refinement
Financial Services
estate planning
multi-layer investment process
retirement planning
charitable giving
financial coordination
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