Braeburn Wealth Management, LLC

Braeburn Wealth Management, LLC (CRD# 158007) is a financial advisory firm headquartered in Norton Shores, MI. They manage $108,114,671 in 891 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    891
    ACCOUNTS
  • Average Account Value
    $121,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Braeburn Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Melanie N. Meyer
CRD#: 4368116
3597 Henry Street, Suite 202, Norton Shores, MI 49441
93
Wealthminder
score

Melanie Meyer (CRD# 4368116) is an Investment Advisor Representative working at Braeburn Wealth Management, LLC in Norton Shores, MI and has over 15 years of experience in the finance industry.

2
Michael A. Poland
CRD#: 1953230
3597 Henry Street, Suite 202, Norton Shores, MI 49441
93
Wealthminder
score

Michael Poland (CRD# 1953230) is an Investment Advisor Representative working at Braeburn Wealth Management, LLC in Norton Shores, MI and has over 27 years of experience in the finance industry.

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