Houston, TX Memorial Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Brownlee Wealth Management
Team
Firm-wide stats for Brownlee Wealth Management
Clients per advisor
17 Very LowAvg AUM per client
$3,691,544 Very HighHNW client ratio
80% Very HighAbout
Brownlee Wealth Management serves individual and high-net-worth clients as well as corporate clients, with a stated focus on employees of large energy companies. The firm offers investment management and ongoing financial planning services, and also provides project-based planning engagements and referrals to third-party investment managers.
Investment decisions are guided by Modern Portfolio Theory and a predominantly passive, buy-and-hold approach using index mutual funds and ETFs with static target weights; the firm may hold legacy securities for tax reasons and implements tax-aware strategies when appropriate. BWM typically acts with discretionary authority for managed accounts and monitors third-party managers it recommends.
What is notable relative to peers is that BWM does not bill on a percentage-of-assets basis and instead uses a non-standard fee arrangement for advisory services. The firm’s marketing practices also differ from most team firms: it uses client testimonials and references third-party ratings, and it operates as a small team managing roughly $465 million for a compact client base.
Based on Brownlee Wealth Management
Expertise
Based on Brownlee Wealth Management
Location
10000 Memorial Drive, Suite 440
Houston TX 77024
Advisors at this office
3
Advisors at this office
Josh M
Series 65
Houston, TX
Brownlee Wealth Management
Josh Matthews is a financial advisor at Brownlee Wealth Management in Houston, TX, holding a Series 65 designation. He has one year of experience in financial advising and previously worked in the real estate and development sectors with firms including Hines Interests LP and Greystar Development Group. Brownlee Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and businesses, with a focus on employees of large energy companies. The firm employs a Modern Portfolio Theory-based approach, primarily utilizing passive, buy-and-hold portfolios and tax-aware strategies, and uses a flat fee model rather than asset-based billing.
Nathan S
CFP®, Series 65
Houston, TX
Brownlee Wealth Management
Nathan Steele is a CFP® and holds a Series 65 license, working as an advisor at Brownlee Wealth Management in Houston, TX. He has four years of experience in financial advising, having joined Brownlee Wealth Management in 2022. Prior to his current role, Steele held various positions at Koch Energy Services and Koch Ag and Energy Solutions from 2014 to 2022. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, with a focus on employees of large energy companies. The firm employs a predominantly passive, buy-and-hold investment approach guided by Modern Portfolio Theory and offers investment management, financial planning, and third-party manager referrals.
Jared M
CFP®, Series 65
Houston, TX
Brownlee Wealth Management
Jared Machen is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Brownlee Wealth Management in Houston, TX, where he has been since 2020. Prior to this, he was employed at Black River Capital, LLC, Hill Investment Group, and Boston Mountain Money Management, Inc. Outside of his advisory role, Machen serves as a managing member of New Planner Collective, LLC, where he creates coursework and produces content. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, focusing on employees of large energy companies. The firm employs a primarily passive, tax-aware investment approach guided by Modern Portfolio Theory and uses non-standard fee arrangements rather than percentage-of-assets billing.
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