|
⚲
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| Braeburn Wealth Management LLC
✚
| |
|---|---|
| CRD # | 158007 |
| SEC # | 801-108353 |
| CIK # | |
| AUM | $269.7 MM (2024-02-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 231-720-0743 |
| Address | 111 West Western Avenue Muskegon, MI 49442 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 403 | 166.9 |
| (b) Individuals (high net worth individuals) | 48 | 102.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,174 | 269.7 |
| By Discretionary | ||
| Discretionary | 1,155 | 225.7 |
| Non-Discretionary | 19 | 44.0 |
| Total | 1,174 | 269.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.7 | |
| Total | 1,174 | 269.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Guidance Investment Advisors LLC
✚
|
IN | 0.3 |
|
Pinnacle Family Advisors LLC
✚
|
MO | 0.3 |
|
Eiger Wealth Management LLC
✚
|
CA | 0.3 |
|
Wealthview Capital LLC
✚
|
MS | 0.3 |
|
Springvest Wealth Management LLC
✚
|
TX | 0.3 |
|
Castleview Partners LLC
✚
|
TX | 0.3 |
|
Coulter & Justus Financial Services LLC
✚
|
TN | 0.3 |
|
Stewardship Advisory Group LLC
✚
|
FL | 0.3 |
|
Redwood Private Wealth LLC
✚
|
AZ | 0.3 |
|
Navigate Financial LLC
✚
|
UT | 0.3 |