|
⚲
|
| Keyboard |
| Braeburn Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 158007 |
| SEC # | 801-108353 |
| CIK # | 0002111759 |
| AUM | 259.4 M (2026-02-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 231-720-0743 |
| Address | 111 West Western Avenue Muskegon, MI 49442 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 9.4 | ||
| Apple Inc | 5.4 | ||
| Nvidia Corp | 4.1 | ||
| Alphabet Inc | 3.2 | ||
| Microsoft Corp | 3.0 | ||
| Simon Property Group Inc /DE/ | 2.8 | ||
| Caterpillar Inc | 2.5 | ||
| Amazon Com Inc | 2.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.1 | ||
| Comfort Systems USA Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 404 | 126.5 |
| (b) Individuals (high net worth individuals) | 37 | 121.4 |
| (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 | 7 | 0.0 |
| (h) Charitable organizations | 1 | 7.8 |
| (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 | 5 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,133 | 259.4 |
| By Discretionary | ||
| Discretionary | 1,133 | 259.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,133 | 259.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.4 | |
| Total | 1,133 | 259.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111759] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
CGI Plan Advisors Inc
✚
|
PA | 261.0 M |
|
The Wealth Conservancy Inc
✚
|
CO | 260.0 M |
|
Archetype Advisors LLC
✚
|
PA | 260.0 M |
|
Storyone LLC
✚
|
KS | 259.4 M |
|
Davis Capital Management LLC
✚
|
FL | 259.0 M |
|
an Exceptional Life Financial LLC
✚
|
IN | 258.9 M |
|
Ables Iannone Moore & Associates Inc
✚
|
GA | 258.7 M |
|
Redwood Family Wealth LLC
✚
|
TX | 258.5 M |
|
McDonough Capital Management Inc
✚
|
FL | 258.2 M |
|
Koenig Investment Advisory LLC
✚
|
OR | 258.2 M |