BRAEBURN WEALTH MANAGEMENT, LLC

CRD 158007 · SEC 801-108353

Visit website

111 WEST WESTERN AVENUE, MUSKEGON, MI, 49442, United States

Phone

231-720-0743

Fax

231-760-4982

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$259.4M

Discretionary AUM

$259.4M

Team

6 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsCONSULTATION SERVICES; GENERAL EDUCATION WORKSHOPS

Client types

Type	Clients	AUM
Individuals	404	$126.5M
High net worth individuals	37	$121.4M
Pension/profit sharing plans	7	$0
Charitable organizations	1	$7.8M
Corporations/business entities	5	$3.7M

States served

CA, LA, MI, TX, FL

All web addresses on file

HTTPS://WWW.BRAEBURNWEALTH.COM
HTTP://WWW.FACEBOOK.COM/BRAEBURNWEALTHMANAGEMENT/

Official SEC filing: View on IAPD