Data / Investment advisers / Michigan / Braeburn Wealth Management, LLC
Braeburn Wealth Management, LLC, Muskegon, MI: $259 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Braeburn Wealth Management, LLC is an SEC registered investment adviser with its main office in Muskegon, Michigan and reports $259 million in regulatory assets under management in its Form ADV filed October 15, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 158007
- SEC file number
- 801-108353
- SEC status
- Approved, effective September 6, 2016
- Main office
- 111 West Western Avenue, Muskegon, MI 49442
- Phone
- (231) 720-0743
- Website
- braeburnwealth.com
- Regulatory AUM
- $259,354,439 in the Form ADV filed October 15, 2026
- Discretionary AUM
- $259,354,439
- Accounts
- 1,133
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 404 | $126.5 million |
| High net worth individuals | 37 | $121.4 million |
| Charitable organizations | 1 | $7.8 million |
| Corporations or other businesses | 5 | $3.7 million |
| Pension and profit sharing plans | 7 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $259.4 million | February 27, 2026 |
| December 1, 2025 | $266.5 million | October 14, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beringea, LLC | Farmington Hills | $269.9 million | 4 | adviserinfo.sec.gov |
| Guidestream Financial, Inc. | Spring Arbor | $263.5 million | Not listed | adviserinfo.sec.gov |
| Plante Moran Real Estate Investment Advisors | Southfield | $261.3 million | Not listed | adviserinfo.sec.gov |
| Nantucket Multi Managers, LLC | Bloomfield Hills | $260.2 million | 3 | adviserinfo.sec.gov |
| RFM Financial Solutions, LLC | Mt. Pleasant | $260.1 million | Not listed | adviserinfo.sec.gov |
| PPS & V Asset Management Consultants Inc | Portage | $253.7 million | Not listed | adviserinfo.sec.gov |
| DB & C Advisors, LLC | Holland | $252.2 million | Not listed | adviserinfo.sec.gov |
| Evergreen Wealth Management, LLC | Williamston | $248.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Braeburn Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.