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| Happy Holidays!! thanks for using AUM13F!! |
| Braeburn Wealth Management LLC
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| CRD # | 158007 |
| SEC # | 801-108353 |
| CIK # | |
| AUM | $266.5 M (2025-04-07) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 231-720-0743 |
| Address | 111 West Western Avenue Muskegon, MI 49442 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 376 | 135.2 |
| (b) Individuals (high net worth individuals) | 46 | 115.2 |
| (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 | 2 | 1.9 |
| (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 | 4 | 11.1 |
| (n) Other | 58 | 3.1 |
| Total | 1,195 | 266.5 |
| By Discretionary | ||
| Discretionary | 1,189 | 266.3 |
| Non-Discretionary | 6 | 0.2 |
| Total | 1,195 | 266.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.5 | |
| Total | 1,195 | 266.5 |
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|---|---|---|
|
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WA | 0.3 |
|
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NV | 0.3 |
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TN | 0.3 |
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Napa Wealth Management Incorporated
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|
Williams & Novak Wealth Management LLC
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Mack Investment Securities Inc
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IL | 0.3 |
|
Northern Capital Retirement Services Inc
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WA | 0.3 |
|
Traction Financial Partners LLC
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WY | 0.3 |
|
Summit Group Retirement Planners Inc
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|
PA | 0.3 |
|
Tricord Advisors Inc
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|
CA | 0.3 |