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, owner-operated registered investment adviser that has been SEC-registered since 2016. The firm works with both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the publication of periodicals or newsletters. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Braeburn reports a pro-equities orientation and does not identify as an active ESG investor.
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
PartnerCRD 7597918
Logan Metcalf
Investment Advisor RepresentativeCRD 7689366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$170M in ETFs
99%
$169M
1%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $41.6M | 56,262 | 24.46% |
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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