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BROWN WEALTH MANAGEMENT, LLC
/01
Ownership & control
No ownership or control links resolved yet
An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.
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WHAT YOU CAN SEEFREE
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- Identity, address & registry profile
- Sanctions & watchlist detail
- Direct connections (1 hop)
- Community notes
BEHIND THE GLASS2
- Linked vessels & aircraftPREMIUM
- Full export (PDF + un-redacted JSON) & change alertsPREMIUM
/02
Assets held
83 assetsPREMIUM
83 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
/03
People & control
68 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- 2Seventy Bio IncAlso holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- ABBOTT LABORATORIESAlso holds roles at 33 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- ABBVIE INCAlso holds roles at 35 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- ALPHABET CLASS AAlso holds roles at 43 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- AMAZON.COM INCAlso holds roles at 45 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- APPLE INCAlso holds roles at 48 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- CLEARSIDE BIOMEDICAL INCAlso holds roles at 2 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- VANGUARD GROUP INC13F holder
- CVS HEALTH CORPORATIONAlso holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- DTE ENERGY CO COMAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- FULCRUM THERAPEUTICS INCAlso holds roles at 2 other companies
- VANGUARD GROUP INC13F holder
- Hudson Bay Capital Management LP13F holder
- Ginkgo Bioworks HoldingAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- INNOVATOR GROWTH-100 POWER BUFFER ETF - APRILAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBERAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INNOVATOR NASDAQ-100 POWER BUFFER ETF- OCTOBERAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INNOVATOR S&P 500 POWER BUFFER ETF - NOVEMBERAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INNOVATOR S&P 500 POWER BUFFER ETF - SEPTEMBERAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INNOVATOR U.S. EQUITY BUFFER ETF - MARCHAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBERAlso holds roles at 2 other companies
- Sunbelt Securities, Inc.13F holder
- VisionPoint Advisory Group, LLC13F holder
- INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARYAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCHAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBERAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBERAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INVESCO EXCH TRADED FD TR IIAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- INVESCO S&P 500 EQUAL WEIGHT ETFAlso holds roles at 12 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INVESCO SENIOR LOAN ETFAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- ISHARES 20 YEAR TREASURY BOND ETFAlso holds roles at 18 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES CORE MSCI EAFE ETFAlso holds roles at 17 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- ISHARES CORE MSCI EMERGING MARKETS ETFAlso holds roles at 13 other companies
- Regis Acquisition Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- ISHARES INCAlso holds roles at 2 other companies
- HSBC HOLDINGS PLC13F holder
- Glovista Investments LLC13F holder
- ISHARES MBS ETFAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL 3000 ETFAlso holds roles at 7 other companies
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- ISHARES S&P 500 VALUE ETFAlso holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- ISHARES TRAlso holds roles at 25 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
- JPMORGAN CHASE & COAlso holds roles at 41 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- LILLY ELI & COMPANYAlso holds roles at 34 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- MICROSOFT CORPAlso holds roles at 46 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- NVIDIA CORPAlso holds roles at 39 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- PROCTER AND GAMBLE COMPANYAlso holds roles at 39 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- SCHWAB SHORT-TERM US TREASURY ETFAlso holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- SCHWAB U.S. LARGE-CAP ETFAlso holds roles at 8 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
- SCHWAB U.S. LARGE-CAP GROWTH ETFAlso holds roles at 8 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- Fisher Asset Management, LLC13F holder
- SCHWAB U.S. LARGE-CAP VALUE ETFAlso holds roles at 7 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WNY Asset Management, LLC13F holder
- SCHWAB U.S. SMALL-CAP ETFAlso holds roles at 7 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
- SNAP INC CL AAlso holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETFAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- SPDR S&P 500 ETF TRUSTAlso holds roles at 34 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR SER TRAlso holds roles at 16 other companies
- Raleigh Capital Management Inc.13F holder
- Financial Insights, Inc.13F holder
- Freedom Investment Management, Inc.13F holder
- TESLA INCAlso holds roles at 35 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- TILRAY BRANDS INCAlso holds roles at 4 other companies
- Marathon Trading Investment Management LLC13F holder
- VANGUARD GROUP INC13F holder
- Sunbelt Securities, Inc.13F holder
- VANECK ETF TRUSTAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- Continuum Advisory, LLC13F holder
- HEADINVEST, LLC13F holder
- VANECK HIGH YIELD MUNI ETFAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- VANGUARD FTSE DEVELOPED MARKETS ETFAlso holds roles at 18 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD FTSE EMERGING MARKETS ETFAlso holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- VANGUARD GROWTH ETFAlso holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
- VANGUARD INDEX FDSAlso holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD MUN BD FDSAlso holds roles at 9 other companies
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Vawter Financial, Ltd.13F holder
- VANGUARD S&P 500 ETFAlso holds roles at 19 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- VANGUARD SMALL-CAP GROWTH ETFAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD ST INFLATION PROTECTED ETFAlso holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
- VANGUARD TOTAL BOND MARKET ETFAlso holds roles at 20 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD TOTAL STOCK MARKET ETFAlso holds roles at 24 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD VALUE ETFAlso holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD WHITEHALL FDSAlso holds roles at 2 other companies
- Continuum Advisory, LLC13F holder
- HEADINVEST, LLC13F holder
- WALGREENS BOOTS ALLIANCE INC COMAlso holds roles at 18 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
68 parties · 0 current. Ceased and resigned records are retained as history.