Modern Wealth - Denver, CO (Formerly Brown and Company)

EST. AUM
$1,000,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Denver
CRD Number
Website brownandco.com
Client types

Overview

Modern Wealth Management Denver (Formerly Brown and Company) is a nationally recognized private wealth management firm specializing in comprehensive financial planning and independent investment advice. Founded over 30 years ago, the firm has provided strategic guidance to professionals, executives, business owners, and their families, building long-term client relationships with an average tenure exceeding ten years. Its team consists of five credentialed professionals, including a Managing Partner and four CERTIFIED FINANCIAL PLANNERS™. As of April 22, 2026, Modern Wealth Management acquired Denver-based Brown and Company, marking a new phase of growth and integration into a broader national platform. Prior to the acquisition, securities and advisory services were offered through LPL Financial, a Registered Investment Advisor and member FINRA/SIPC.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Modern Wealth - Denver, CO (Formerly Brown and Company)

Platform Details

Investment Preferences

Alternative Activity

Address

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