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).
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Total Assets Under Management270MILLION
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Total Number of Accounts1,174ACCOUNTS
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Average Account Value$229,715
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, LA, MI, TX
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.
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.
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.