Brownlee Wealth Management

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 Lending & Brokerage

About Brownlee Wealth Management

Brownlee Wealth Management is a financial advisory firm specializing in fixed fee wealth management for oil and gas professionals. They assist clients in lowering future taxes, optimizing investments, and organizing estate and retirement plans. The firm serves employees from major companies such as ExxonMobil, Chevron, Shell, and ConocoPhillips. Their goal is to provide dedicated financial services to a select number of families, ensuring personalized attention and expertise.Explore more
Brownlee Wealth Management's Social MediaSIC 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
-
2004
CS
Christina SimonManager, Operations
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Brownlee Wealth Management Tech Stack

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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, Lending & Brokerage
What is Brownlee Wealth Management competition?
Brownlee Wealth Management top competitors include: Bollin Wealth Management
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 specializing in fixed fee wealth management for oil and gas professionals. They assist clients in lowering future taxes, optimizing investments, and organizing estate and retirement plans. The firm serves employees from major companies such as ExxonMobil, Chevron, Shell, and ConocoPhillips. Th... eir goal is to provide dedicated financial services to a select number of families, ensuring personalized attention and expertise.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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