SEC Form ADV

M.K. BROWN WEALTH ADVISORY

Firm profile: M.K. Brown Wealth Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOH
$165.5M
Assets Under Management
282
Total Clients
3
Employees
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Registration Details

Accession
CRD-121269
Location
OAKWOOD, OH
Filing Date
February 26, 2026
AUM
$165.5M
Total Clients
282
Employees
3
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

M.K. BROWN WEALTH ADVISORY is a registered investment adviser headquartered in OAKWOOD, OH, managing approximately $165.5M in assets across 282 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.