Insights

Wealth and Heritage Target Brown Wealth Management for cross-sell of advanced estate and legacy planning services to high-net-worth families and entrepreneurs seeking structured multi-generation wealth transfer strategies.

Digital and Analytics Leverage their tech stack and digital presence to offer client experience enhancements, marketing automation, and data-driven advisory tools that align with their use of LinkedIn Ads, Drupal/WordPress, and analytics tags.

Growth Indicators Position offerings to support scale as they move from a small team (2-10 employees) to a more expanded advisory platform, with services that complement personalized planning and scalable operations.

Asset Allocation Capitalize on their recent ETF and biotech stake activity by proposing complementary managed exposure, alternative strategies, or family office services to institutionalize investment governance for clients.

Risk and Legacy Highlight risk mitigation, governance, and legacy design capabilities to align with their Heritage Design focus, offering tools and programs that help preserve family wealth across generations.

Brown Wealth Management Tech Stack

Brown Wealth Management uses 8 technology products and services including LinkedIn Ads, Amazon Web Services, Drupal, and more. Explore Brown Wealth Management's tech stack below.

LinkedIn Ads

Advertising

Amazon Web Services

Cloud Hosting

Drupal

Content Management System

WordPress

Content Management System

Microsoft 365

Cornerstone

Human Resource Management System

HSTS

Security

Google Tag Manager

Tag Management

Brown Wealth Management Email Formats	Example	Percentage
First@brownwealth.com	John@brownwealth.com	100%

Brown Wealth Management Email Formats

Example

Percentage

First@brownwealth.com

John@brownwealth.com

100%

Frequently Asked Questions

What is Brown Wealth Management's phone number?

You can contact Brown Wealth Management's main corporate office by phone at

+1-952-303-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brown Wealth Management's official website and social media links?

Brown Wealth Management's official website is brownwealth.com and has social profiles on LinkedIn.

How much revenue does Brown Wealth Management generate?

As of July 2026, Brown Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Brown Wealth Management's NAICS code?

Brown Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Brown Wealth Management have currently?

As of July 2026, Brown Wealth Management has approximately 3 employees across 1 continents, including North America. Key team members include Administrative Manager: M. A. Explore Brown Wealth Management's employee directory with LeadIQ.

What industry does Brown Wealth Management belong to?

Brown Wealth Management operates in the Investment Management industry.

What technology does Brown Wealth Management use?

Brown Wealth Management's tech stack includes LinkedIn Ads, Amazon Web Services, Drupal, WordPress, Microsoft 365, Cornerstone, HSTS and Google Tag Manager.

What is Brown Wealth Management's email format?

Brown Wealth Management's email format typically follows the pattern of First@brownwealth.com. Find more Brown Wealth Management email formats with LeadIQ.

When was Brown Wealth Management founded?

Brown Wealth Management was founded in 2002.

Brown Wealth Management

Q: How many employees does Brown Wealth Management have currently?

Brown Wealth Management has approximately 3 employees.

Q: What technology does Brown Wealth Management use?

Brown Wealth Management's tech stack includes Google Hosted Libraries, reCAPTCHA, X-Content-Type-Options, Google Tag Manager, AddToAny.

Q: What is Brown Wealth Management's NAICS code?

Brown Wealth Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMinnesota, United States2-10 Employees

Brown Wealth Management is an investment management firm that provides personalized wealth planning and heritage-design services designed to align financial strategies with clients' life goals, values, and purposes. Based in Eden Prairie, Minnesota, the firm works with families and entrepreneurs across the country to develop plans that help them reach life goals, grow their businesses, and build a lasting legacy.

The firm avoids a one-size-fits-all approach, instead crafting strategies tailored to each client's situation, vision, values, and purpose to support intentional living. Heritage Design aims to sustain a family legacy across generations by guiding values-based planning and applying steps designed to inspire and preserve both family and financial wealth. As a small team operating from Minnesota, Brown Wealth Management serves a national client base.

Insights

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