# Braeburn Wealth Management, LLC

> Braeburn Wealth Management, LLC is an SEC-registered investment advisory firm in Muskegon, MI, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 158007
- Filed as: BRAEBURN WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Muskegon, MI
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158007
- AdvisorCensus page: https://advisorcensus.com/firm/braeburn-wealth-management-llc-muskegon-mi-158007

## Quick answers

**How is Braeburn Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Braeburn Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Braeburn Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Hourly rate: $200 an hour (Financial Planning and Consultation Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Braeburn Wealth Management, LLC located?**
Braeburn Wealth Management, LLC's principal office is in Muskegon, MI, according to its Form ADV.

**Is Braeburn Wealth Management, LLC registered with the SEC or a state?**
Braeburn Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 158007.

**How much does Braeburn Wealth Management, LLC manage?**
Braeburn Wealth Management, LLC reports $259,354,439 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Braeburn Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Braeburn Wealth Management, LLC: Regulatory assets under management: $221,771,731 in the October 2021 data and $259,354,439 in the October 2026 data, up 17%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Braeburn Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (404); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Braeburn Wealth Management, LLC use?**
Braeburn Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Braeburn Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158007

**What changed in Braeburn Wealth Management, LLC's recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Hourly rate: $200 an hour (Financial Planning and Consultation Services)

> Fees are computed at an hourly rate of $200 or for larger projects the Adviser may propose a project-based fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $259,354,439
- Discretionary: $259,354,439
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 404 | $126,468,050 |
| High net worth individuals | 37 | $121,386,025 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $0 |
| Charitable organizations | 1 | $7,753,500 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $3,746,864 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- braeburnwealth.com
- Facebook @BRAEBURNWEALTHMANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $221,771,731 | 5 | March 1, 2021 |
| October 2022 | $295,955,784 | 6 | May 31, 2022 |
| October 2023 | $239,018,392 | 5 | August 30, 2023 |
| October 2024 | $269,685,771 | 5 | February 5, 2024 |
| October 2025 | $266,536,914 | 4 | April 7, 2025 |
| October 2026 | $259,354,439 | 6 | February 27, 2026 |

Regulatory assets under management: $221,771,731 in the October 2021 data and $259,354,439 in the October 2026 data, up 17%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Braeburn Wealth Management, LLC (CRD 158007): Form ADV filing data as of October 2026.