RIA Intel›Advisers›Georgia›D.S. BROWN WEALTH ADVISORS, LLC

D.S. BROWN WEALTH ADVISORS, LLC

Advisory

ATLANTA, GA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in GA

#547

of 607 advisers by AUM

Average account

$225K

across 305 accounts

AUM per adviser

$69M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients97

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

97 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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