Braeburn Wealth Management, LLC
Firm details
- Headquarters
- Muskegon, Michigan
- CRD number
- 158007
- Registered since
- September 6, 2016
- Website
- braeburnwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals48.76%
- HNWI46.8%
- Charitable Organizations2.99%
- Corporations / Businesses1.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Braeburn Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2016 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses, and institutions, and it publishes periodicals or newsletters. Its fee model is a mix of percentage-of-AUM billing plus hourly and fixed-fee arrangements. Braeburn does not identify as an active ESG investor, is not a multi-state adviser under the provided data, and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
Michael Poland
Managing Member And Chief Compliance OfficerCRD 1953230
Contacts
2 of 2
Dimitri Poland
Associate Wealth AdvisorCRD 7597918
Logan Metcalf
Investment Advisor RepresentativeCRD 7689366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$158M in ETFs
99%
$157M
1%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $42.4M | 57,603 | 26.79% |
Location
Muskegon, MI
Muskegon
Location
Muskegon, MI
Headquartered in Muskegon, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Muskegon
- Address
- 111 W Western Ave
- Time zone
- ET (UTC-5)
- Office locations
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