Rai Wealth - Investment Advisers

About Rai Wealth

Rai Wealth is an investment adviser headquartered in Naperville, Illinois, and it operates under the legal name Brown Wealth Management, LLC. It is one of the investment advisers in Illinois, and it reports $530.79 million in regulatory assets under management. The firm employs 12 people. The firm describes its approach as relationship-focused, with an emphasis on clear communication and long-term ties with the families it serves. Its team provides financial planning and investment guidance, and the firm states that it has helped clients pursue their goals for more than 16 years. Advisers begin by learning about each client's priorities, then build a customized plan and support its ongoing implementation. The firm is also listed in the directory of US investment advisers. Further information about its services is available on its website.

Key Facts

Assets Under Management

$530.79M

Employees

12

SEC File Number

801-127594