Be advised. This firm is no longer registered.

Braver Wealth Management, LLC

Braver Wealth Management, LLC (CRD# 104747) is a financial advisory firm headquartered in Needham, MA. They manage $875,482,984 in 2,609 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
117 Kendrick Street, Suite 800, Needham, MA 02494
http://www.braverwealth.com
By the Numbers
  • Total Assets Under Management
    875
    MILLION
  • Total Number of Accounts
    2,609
    ACCOUNTS
  • Average Account Value
    $335,563
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, TX, VA, WA

Financial Advisors at Braver Wealth Management, LLC
No Advisor Found.

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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