Braeburn Wealth Management, LLC
● SEC registered since 2016CRD 158007SEC# 801-108353Muskegon, MI
Reg. AUM
$259.4M
Employees
6
Accounts
1,133
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 $259.4 million in regulatory assets under management and employs 6 people.
Braeburn Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Allen Poland Control | Managing Member And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Braeburn Wealth Management, LLC manage?
Braeburn Wealth Management, LLC reports $259.4 million in regulatory assets under management on its Form ADV.
How many employees does Braeburn Wealth Management, LLC have?
Braeburn Wealth Management, LLC reports 6 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
| Address | 111 West Western Avenue, Muskegon, MI 49442 |
| Phone | 231-720-0743 |
| Fax | 231-760-4982 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2111759 |
| Discloses disciplinary history | No |
Regulatory AUM
$259.4M▼ 4%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$259.4Mregulatory AUM
Discretionary $259.4M