Brownlee Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1725 Hughes Landing Blvd Ste 11, The Woo...

Phone Number

(281) 377-3170

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Brownlee Wealth Management

Brownlee Wealth Management is a financial advisory firm that focuses on serving oil and gas professionals in Texas and Arkansas. They provide fixed fee wealth management services, which include tax planning, investment optimization, and estate planning. The firm aims to help clients such as ConocoPhillips, ExxonMobil, Chevron, and Shell employees manage their finances effectively while lowering taxes and building legacy plans. With a commitment to personalized service, they strive to be the best option for the families they serve.Explore more
Brownlee Wealth Management's Social MediaPopular SearchesBrownlee Wealth Managementcom BrownleeWealthManagementSIC Code 62,628NAICS Code 52,523Show more

Brownlee Wealth Management Org Chart

PhoneEmail
JM
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brownlee Wealth Managemen...

<$5M
1-10
Private
-
2019
JM
Jared MachenChief Operating Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Brownlee Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brownlee Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brownlee Wealth Management.

Brownlee Wealth Management Tech Stack

A closer look at the technologies used by Brownlee Wealth Management

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Frequently Asked Questions Regarding Brownlee Wealth Management

What is Brownlee Wealth Management's official website?
Brownlee Wealth Management's official website is www.bwmplanning.com
What is Brownlee Wealth Management's Revenue?
Brownlee Wealth Management's revenue is <$5 Million
What is Brownlee Wealth Management's SIC code?
Brownlee Wealth Management's SIC: 62,628
What is Brownlee Wealth Management's NAICS code?
Brownlee Wealth Management's NAICS: 52,523
How many employees does Brownlee Wealth Management have?
Brownlee Wealth Management has 1-10 employees
What industry does Brownlee Wealth Management belong to?
Brownlee Wealth Management is in the industry of: Finance, Securities Trading
What is Brownlee Wealth Management competition?
Brownlee Wealth Management top competitors include: Rochester Financial Services, Charles Carroll Financial Partners, Pacific Coast Wealth Management, Goodrich and Associates
What technology does Brownlee Wealth Management use?
Some of the popular technologies that Brownlee Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Brownlee Wealth Management?
Brownlee Wealth Management contact info: Phone number: (281) 377-3170 Website: www.bwmplanning.com
What does Brownlee Wealth Management do?

Brownlee Wealth Management is a financial advisory firm that focuses on serving oil and gas professionals in Texas and Arkansas. They provide fixed fee wealth management services, which include tax planning, investment optimization, and estate planning. The firm aims to help clients such as ConocoPhillips, ExxonMobil, Chevron, and Shell employees m... anage their finances effectively while lowering taxes and building legacy plans. With a commitment to personalized service, they strive to be the best option for the families they serve.Read More

What are Brownlee Wealth Management social media links?
Brownlee Wealth Management Linkedin page
Is Brownlee Wealth Management a public company?
Brownlee Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Brownlee Wealth Management

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