Braeburn Wealth Management, LLC
Braeburn Wealth Management, LLC is an SEC-registered mass-market adviser in Muskegon, MI with $259.4M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Braeburn Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158007, SEC 801-108353, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $259.4M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Muskegon, MI
- Employees
- 6
- Clients
- 454
- CRD
- 158007
- Ownership
- POLAND, MICHAEL, ALLEN
How much AUM does Braeburn Wealth Management, LLC have?
Braeburn Wealth Management, LLC reported $259.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Braeburn Wealth Management, LLC?
Disclosed owners and executives of Braeburn Wealth Management, LLC include POLAND, MICHAEL, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.