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Brown Wealth Management acquires Truuwater Financial

Brown Wealth Management acquires Truuwater Financial

Brown Wealth Management (BWM), an independent wealth management firm, has acquired Truuwater Financial. The transaction combines two leading San Diego-based wealth managers, expanding BWM from a team of nine professionals and USD825 million in client assets to 14 professionals and total client assets of USD1.2 billion, supporting a national client base of individuals, families and business owners across the country.