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Braeburn Wealth Management, LLC CRD 158007
$259M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 West Western Avenue, Muskegon, MI 49442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2012-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Braeburn Wealth Management, Llc | Norton Shores | MI | 08/2011 | Present |
REGISTRANT IS AN INDEPENDENTLY LICENSED INSURANCE REPRESENTATIVE (LIFE AND ANNUITY PRODUCTS). THIS ACTIVITY IS CONDUCTED AT THE ADVISER'S OFFICE LOCATION. THE TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR BUT MAY INVOLVE UP TO 2% OF REGISTRANT'S TIME DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-03 |
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