Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. DuPage
    4. ›
  4. 60190
    5. ›
  5. BROWN WEALTH MANAGEMENT, LLC

BROWN WEALTH MANAGEMENT, LLC

Company Details

Entity Name: BROWN WEALTH MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 05 Nov 2014
Company Number: LLC_05024498
File Number: 05024498
Type of Management: Manager Managed
Date Status Change: 14 Oct 2024
Address 1700 PARK STREET, STE 110, NAPERVILLE, 60563, IL
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
1987005 1700 PARK STREET, SUITE 106, NAPERVILLE, IL, 60563 1700 PARK STREET, SUITE 106, NAPERVILLE, IL, 60563 630-733-8483

Filings since 2024-11-14
Form type 13F-HR
File number 028-23327
Filing date 2024-11-14
Reporting date 2024-09-30
File View File

Filings since 2024-08-13
Form type 13F-HR
File number 028-23327
Filing date 2024-08-13
Reporting date 2024-06-30
File View File

Filings since 2024-05-13
Form type 13F-HR
File number 028-23327
Filing date 2024-05-13
Reporting date 2024-03-31
File View File

Filings since 2024-02-14
Form type 13F-HR
File number 028-23327
Filing date 2024-02-14
Reporting date 2023-12-31
File View File

Filings since 2023-11-14
Form type 13F-HR
File number 028-23327
Filing date 2023-11-14
Reporting date 2023-09-30
File View File

Filings since 2023-08-08
Form type 13F-HR
File number 028-23327
Filing date 2023-08-08
Reporting date 2023-06-30
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2023 472272344 2024-07-01 BROWN WEALTH MANAGEMENT LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6304289300
Plan sponsor’s address 1700 PARK STREET, SUITE 106, NAPERVILLE, IL, 60563

Signature of
Role Plan administrator
Date 2024-07-01
Name of individual signing SCOTT BROWN
Valid signature Filed with authorized/valid electronic signature
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2022 472272344 2023-02-17 BROWN WEALTH MANAGEMENT LLC 11
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476065827
Plan sponsor’s address 1700 PARK ST STE 106, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 472272344
Plan administrator’s name BROWN WEALTH MANAGEMENT LLC
Plan administrator’s address 1700 PARK ST STE 106, NAPERVILLE, IL, 60563
Administrator’s telephone number 8476065827

Signature of
Role Plan administrator
Date 2023-02-17
Name of individual signing MELISSA IMBROGNO
Valid signature Filed with authorized/valid electronic signature
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2022 472272344 2023-04-13 BROWN WEALTH MANAGEMENT LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8476065827
Plan sponsor’s address 1700 PARK ST STE 106, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 472272344
Plan administrator’s name BROWN WEALTH MANAGEMENT LLC
Plan administrator’s address 1700 PARK ST STE 106, NAPERVILLE, IL, 60563
Administrator’s telephone number 8476065827

Signature of
Role Plan administrator
Date 2023-04-13
Name of individual signing MELISSA IMBROGNO
Valid signature Filed with authorized/valid electronic signature
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2021 472272344 2022-05-10 BROWN WEALTH MANAGEMENT LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6304289300
Plan sponsor’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 472272344
Plan administrator’s name BROWN WEALTH MANAGEMENT LLC
Plan administrator’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563
Administrator’s telephone number 6304289300

Signature of
Role Plan administrator
Date 2022-05-10
Name of individual signing SCOTT BROWN
Valid signature Filed with authorized/valid electronic signature
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2020 472272344 2021-03-10 BROWN WEALTH MANAGEMENT LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6304289300
Plan sponsor’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 472272344
Plan administrator’s name BROWN WEALTH MANAGEMENT LLC
Plan administrator’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563
Administrator’s telephone number 6304289300

Signature of
Role Plan administrator
Date 2021-03-10
Name of individual signing SCOTT BROWN
Valid signature Filed with authorized/valid electronic signature
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2019 472272344 2020-06-09 BROWN WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6304289300
Plan sponsor’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 472272344
Plan administrator’s name BROWN WEALTH MANAGEMENT LLC
Plan administrator’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563
Administrator’s telephone number 6304289300

Signature of
Role Plan administrator
Date 2020-06-09
Name of individual signing SCOTT BROWN
Valid signature Filed with authorized/valid electronic signature
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2018 472272344 2019-05-20 BROWN WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6304289300
Plan sponsor’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 472272344
Plan administrator’s name BROWN WEALTH MANAGEMENT LLC
Plan administrator’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563
Administrator’s telephone number 6304289300

Signature of
Role Plan administrator
Date 2019-05-20
Name of individual signing SCOTT BROWN
Valid signature Filed with authorized/valid electronic signature
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2017 472272344 2018-03-07 BROWN WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6304289300
Plan sponsor’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 472272344
Plan administrator’s name BROWN WEALTH MANAGEMENT LLC
Plan administrator’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563
Administrator’s telephone number 6304289300

Signature of
Role Plan administrator
Date 2018-03-07
Name of individual signing SCOTT BROWN
Valid signature Filed with authorized/valid electronic signature
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2016 472272344 2017-02-22 BROWN WEALTH MANAGEMENT LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6304289300
Plan sponsor’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 472272344
Plan administrator’s name BROWN WEALTH MANAGEMENT LLC
Plan administrator’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563
Administrator’s telephone number 6304289300

Signature of
Role Plan administrator
Date 2017-02-22
Name of individual signing SCOTT BROWN
Valid signature Filed with authorized/valid electronic signature
BROWN WEALTH MANAGEMENT LLC 401(K) P/S PLAN 2015 472272344 2016-02-24 BROWN WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 6304289300
Plan sponsor’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563

Plan administrator’s name and address
Administrator’s EIN 472272344
Plan administrator’s name BROWN WEALTH MANAGEMENT LLC
Plan administrator’s address 1700 PARK ST STE 110, NAPERVILLE, IL, 60563
Administrator’s telephone number 6304289300

Signature of
Role Plan administrator
Date 2016-02-24
Name of individual signing SCOTT BROWN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
AXEL R. CERNY, 1N141 COUNTY FARM RD. STE 230, WINFIELD, 60190 Agent 2020-12-03

Manager

Name and Address Role Appointment Date
BROWN, SCOTT A, 1700 PARK ST., STE 110, NAPERVILLE, IL, 60563 Manager 2024-10-14
IMBROGNO, MELISSA A, 1700 PARK STREET, STE 110, NAPERVILLE, IL, 60563 Manager 2024-10-14

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
RAI WEALTH MANAGEMENT Assumed name 2014-12-15 No data No data 2020-10-15

Related by officers

AXEL R. CERNY, 1N141 COUNTY FARM RD. STE 230, WINFIELD, 60190

MURPHY FINANCIAL GROUP LLC

Related by address

No related companies by address

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2024 illinoiscompanysearch.com, Part of Big Data Integrated