Braverman Wealth Advisors, LLC

RIASEC Registered

Total AUM

$6.5M

Discretionary

$6.5M

100% of AUM

Avg account

$539K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boulder, Colorado
CRD number: 304291
Website: www.bravermanfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other77.91%
HNWI22.01%
Individuals0.08%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Braverman Wealth Advisors, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of financial services that include financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm also engages in insurance brokerage and has affiliations with a law firm, indicating a multifaceted approach to wealth management. Braverman Wealth Advisors does not actively pursue ESG investments and is not classified as a multi-state adviser.