# Braverman Wealth Advisors, LLC

> Braverman Wealth Advisors, LLC is a state-registered investment advisory firm in Boulder, CO, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2025.

- CRD: 304291
- Filed as: BRAVERMAN WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: March 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304291
- AdvisorCensus page: https://advisorcensus.com/firm/braverman-wealth-advisors-llc-boulder-co-304291

## Quick answers

**How is Braverman Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Braverman Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Braverman Wealth Advisors, LLC located?**
Braverman Wealth Advisors, LLC's principal office is in Boulder, CO, according to its Form ADV.

**Is Braverman Wealth Advisors, LLC registered with the SEC or a state?**
Braverman Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 304291.

**How much does Braverman Wealth Advisors, LLC manage?**
Braverman Wealth Advisors, LLC reports $6,469,491 in regulatory assets under management in its Form ADV filing dated March 17, 2025 (100% discretionary).

**What types of clients does Braverman Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1); high net worth individuals (1).

**Does Braverman Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304291

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,469,491
- Discretionary: $6,469,491
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $4,937 |
| High net worth individuals | 1 | $1,423,916 |
| Other | Fewer than 5 | $5,040,638 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @momwifelawyer
- X @DiedreBraverman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Braverman Wealth Advisors, LLC (CRD 304291): Form ADV filing data as of October 2026.