Braeburn Wealth Management, LLC

Braeburn Wealth Management, LLC (CRD# 158007) is a financial advisory firm headquartered in Muskegon, MI. They manage $269,685,771 in 1,174 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
111 West Western Avenue, Muskegon, MI 49442
http://www.facebook.com/braeburnwealthmanagement/
By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    1,174
    ACCOUNTS
  • Average Account Value
    $229,715
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
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MI, TX

Financial Advisors at Braeburn Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Melanie Meyer, financial advisor Muskegon MI
Melanie N. Meyer
CRD#: 4368116
111 West Western Avenue, Muskegon, MI 49442

Melanie Meyer (CRD# 4368116) is an Investment Advisor Representative working at Braeburn Wealth Management, LLC in Muskegon, MI and has over 22 years of experience in the finance industry.

2
Michael Poland, financial advisor Muskegon MI
Michael A. Poland
CRD#: 1953230
111 West Western Avenue, Muskegon, MI 49442

Michael Poland (CRD# 1953230) is an Investment Advisor Representative working at Braeburn Wealth Management, LLC in Muskegon, MI and has over 34 years of experience in the finance industry.

3
Dimitri Poland, financial advisor Muskegon MI
Dimitri M. Poland
CRD#: 7597918
111 West Western Avenue, Muskegon, MI 49442

Dimitri Poland (CRD# 7597918) is an Investment Advisor Representative working at Braeburn Wealth Management, LLC in Muskegon, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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