BRAEBURN WEALTH MANAGEMENT, LLC

111 West Western Avenue
Muskegon, Michigan 49442
Tel: 231-720-0743

About BRAEBURN WEALTH MANAGEMENT, LLC

BRAEBURN WEALTH MANAGEMENT, LLC, formally registered with the SEC as BRAEBURN WEALTH MANAGEMENT, LLC. The firm was established in 09/06/2016. They have over 1 offices throughout the country.

BRAEBURN WEALTH MANAGEMENT, LLC is a Muskegon, Michigan based Financial Planning firm with nearly $269,685,771 assets under management, offering retirement planning & investment advisory services to 1174 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158007
SEC#	801-108353
Assets Managed by Firm	$269,685,771
No. of Clients	1174
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Other (CONSULTATION SERVICES; GENERAL EDUCATION WORKSHOPS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1174	$269,685,771
Individuals (other than high net worth individuals)	403	$166,888,268
High net worth individuals	48	$102,797,503

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