MUSKEGON, MICRD 158007Latest ADV February 27, 2026
Braeburn Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Muskegon, MI. Its latest Form ADV filing, dated February 27, 2026, reports $259M in regulatory assets under management, 6 employees, and 1,133 accounts.
Assets Under Management
$259M
Employees
6
Offices
--
Total Clients
454
Primary office
MUSKEGON, MI
111 WEST WESTERN AVENUE, MUSKEGON, MI, United States
Top client segmentIndividuals represent 89.0% of total clients.
Top client categories% of clientsClients
1
Individuals
89.0%
404
2
HNWI
8.1%
37
3
Pension Plans
1.5%
7
4
Corporations
1.1%
5
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$259Mas of February 27, 2026
Discretionary100.0%
$259M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$259M
Total Accounts1,133
10Y AUM Change+$140M (+117.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee76:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.