Josh Taylor Matthews
Investment adviser representative at Brownlee Wealth Management
12 yearsExperience
1 stateRegistered in
$465.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Brownlee Wealth ManagementApr 2025 to now
- Hines Interests LPNov 2020 to Mar 2025
- Greystar Development GroupJun 2019 to Sep 2020
- Deal Sikes & Associates, LLCJun 2014 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Brownlee Wealth Management
Legal name: Bwm Planning LLC
$465.3MAssets managed
86Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8180940
- Firm CRD
- 304855