Wealth Manager
    SEC Registered
    Manages Private Funds

    Br Wealth Management

    Registered investment advisor · Boise, Idaho · CRD #307546

    Assets Under Management
    $329M
    Client Accounts
    874
    Employees
    7
    CRD Number
    307546
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Br Wealth Management

    Br Wealth Management is a SEC-registered investment advisory firm headquartered in Boise, Idaho, managing approximately $329M in regulatory assets across 874 client accounts. The firm's full regulatory record is filed with the SEC under CRD #307546.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Br Wealth Management's AUM?

    Br Wealth Management reports approximately $329M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Br Wealth Management headquartered?

    Br Wealth Management is headquartered in Boise, Idaho.

    What is Br Wealth Management's CRD number?

    Br Wealth Management's CRD number is 307546. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Br Wealth Management manage?

    Br Wealth Management manages approximately 874 client accounts according to its latest SEC filing.

    Is Br Wealth Management SEC registered?

    Yes, Br Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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