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Braeburn Wealth Management, LLC

● SEC registered since 2016CRD 158007SEC# 801-108353Muskegon, MI
Export (members)
Reg. AUM
$266.5M
Employees
5
Accounts
1,195
Location
Muskegon, MI

Braeburn Wealth Management, LLC assets under management

Braeburn Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Muskegon, MI. The firm has been registered since 2016. It reports $266.5 million in regulatory assets under management and employs 5 people.
www.braeburnwealth.comView on SEC.gov ↗

Braeburn Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Allen Poland ControlManaging Member And Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Braeburn Wealth Management, LLC manage?

Braeburn Wealth Management, LLC reports $266.5 million in regulatory assets under management on its Form ADV.

How many employees does Braeburn Wealth Management, LLC have?

Braeburn Wealth Management, LLC reports 5 employees.

Where is Braeburn Wealth Management, LLC located?

Braeburn Wealth Management, LLC is based in Muskegon, MI and has been SEC-registered since 2016.

Does Braeburn Wealth Management, LLC disclose fund performance?

Braeburn Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 West Western Avenue, Muskegon, MI 49442
Phone231-720-0743
Fax231-760-4982
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
CIK2111759
Discloses disciplinary historyNo

Assets under management

Discretionary$266.3M
Non-discretionary$245K
Total (RAUM)$266.5M