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Private Wealth Daily
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The Lean 100 · 2026 edition
No.40
Brownlee Wealth Management logo

Brownlee Wealth Management

Houston, TX · Firm website

120%AUM growth, 2024 to 2026
$465MAUM in the 2026 filing
43%client growth
6people at the firm

AUM by filing

$254M2023
$212M2024
$296M2025
$465M2026

Clients by filing

522023
602024
662025
862026

Key people

  • Jared MachenCOOOwner · 6 years at the firm
    in
  • Justin BrownleeFee-only Financial PlannerOwner · 7 years at the firm
    in
  • Nathan SteeleFinancial AdvisorOwner · 4 years at the firm
    in
  • Josh MatthewsPartnerOwner · 1 year at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth120%104%
  • Client growth43%43%
  • People67
  • AUM per person$77.5M$49.7M

Rank by measure

  • Official rankNo. 40120%
  • Client growthNo. 5143%
  • AUM added per personNo. 23$42.2M
  • AUM per personNo. 27$77.5M
← No. 39 Mosley Wealth ManagementNo. 41 Driven Investments →
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Brownlee Wealth Management: No. 40 on The Lean 100 (2026) — Private Wealth Daily