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).

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
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.

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
Showing 1 - 1 of 1 top financial advisors.
1
James M. Philbin
CRD#: 3172111
25 Christina Street, Newton Highlands, MA 02461
96
Wealthminder
score

James Philbin (CRD# 3172111) is an Investment Advisor Representative working at Braver Wealth Management, LLC in Newton Highlands, MA and has over 19 years of experience in the finance industry. James Philbin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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