BWM Planning, LLC
BWM Planning, LLC (doing business as Brownlee Wealth Management) is an SEC-registered investment adviser headquartered in The Woodlands, Texas. Founded by Justin Brownlee, the firm focuses on comprehensive financial planning and investment management, primarily serving high-net-worth individuals, families, and select business clients. With a small, specialized team of approximately 3-5 employees, BWM Planning is dedicated to delivering personalized strategies tailored to clients’ unique financial goals and legacies.
Investment Strategy
BWM Planning, LLC offers fee-only financial planning and investment management, with a client-focused approach emphasizing tax optimization, diversified portfolio construction, and legacy planning. The firm primarily serves high-net-worth individuals and families, providing tailored investment portfolios that prioritize after-tax returns and long-term wealth preservation. Investment selections are made with close attention to client goals, risk tolerance, and changing market conditions.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 9.45% | $27.4M | 90,259 | $285.14 | $303.93 | +$5.3M |
A AVUV | AMERICAN CENTY ETF TR | 9.34% | $27.1M | 297,432 | $92.28 | $91.10 | +$18.6M |
D DFAI | DIMENSIONAL ETF TRUST | 7.08% | $20.5M | 594,295 | $31.81 | $34.57 | +$2.2M |
A AVDE | AMERICAN CENTY ETF TR | 6.70% | $19.4M | 262,780 | $69.00 | $74.01 | +$8.5M |
A AVNM | AMERICAN CENTY ETF TR | 5.37% | $15.6M | 238,643 | $60.45 | $65.31 | +$4.3M |