# Braeburn Wealth Management

Braeburn Wealth Management is a Bank / Wealth / Trust based in Muskegon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Muskegon, United States
- **Region:** North America
- **Address:** Muskegon, United States
- **Founded:** 2016
- **Assets under management:** 226 (Altss estimate)
- **Website:** https://braeburnwealth.com
- **LinkedIn:** https://www.linkedin.com/company/braeburn-wealth-management

## Regulatory record

- **CRD number:** 158007
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-27T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158007

## About

Braeburn Wealth Management was identified through internal research as a wealth manager based in Muskegon, United States. No founding year or named principals appear in available records. The firm holds an estimated $226 million in assets. No asset-class mix, portfolio companies, or geographic deployment details beyond headquarters location are recorded. Team size, additional offices, and adjacent vehicles remain unknown. No operational events from the last 24 months are documented. No structural differentiator beyond the basic wealth manager classification is observable from current data.

## Questions

### What is Braeburn Wealth Management's AUM?

An internal research estimate places assets at 226 million USD.

### Where is Braeburn Wealth Management located?

The firm is based in Muskegon, United States.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/braeburn-wealth-management-bwm

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology