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Diedre Wachbrit Braverman

Braverman Wealth Advisors, LLC

Boulder, CO

CRD 7124543

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Employer firm

Braverman Wealth Advisors, LLC CRD 304291

$6.47M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Braverman Wealth Advisors, Llc

507 Canyon Blvd Ste 203, Boulder, CO 80302 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-30
  • CO RA
    APPROVED
    Since 2026-01-30

Branch Locations

507 Canyon Blvd Ste 203, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Braverman Law Group, Llc Boulder CO 05/2011 Present
  • 05/2011 → Present
    Braverman Law Group, Llc
    Boulder, CO
Previous Registrations
Other Businesses

Braverman Law Group, LLC is not investment-related. The address is 1823 Folsom Street, Suite 101, Boulder, CO 80302. It is a law firm. I am a member of the LLC and an attorney with the law firm. I devote half of my time to this firm. 60% of that time is during securities trading hours. I help clients to write wills and trusts to plan their estate.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-02
  • S65 Uniform Investment Adviser Law Examination
    2019-05-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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