BRAEBURN WEALTH MANAGEMENT, LLC

Overview

Braeburn Wealth Management, LLC is an independent, SEC‑registered registered investment adviser that began operating in 2016 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the publication of periodicals or newsletters. Fee arrangements include percentage‑of‑AUM pricing alongside hourly and fixed‑fee engagements, which supports both ongoing advisory relationships and project‑based planning work. Investment posture is equity‑centered, with a clear preference for exchange‑traded securities as the core allocation. That core is supplemented by concentrated individual stock positions and targeted exposures to alternative strategies. Braeburn does not operate as a capital allocator — it relies on third‑party managers for alternative exposures — and it does not mark itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices