BRAEBURN WEALTH MANAGEMENT, LLC
SEC RegisteredInvesting with Knowledge and Discipline
About the firm
Braeburn Wealth Management has been providing comprehensive wealth management and financial planning services since 2011. Their dedicated team helps clients define and achieve financial goals, offering personalized attention and a genuine concern for every client. Their mission is to provide unique and thoughtfully constructed wealth management services in a highly personalized manner.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal Wealth Management, Financial Planning, Social Security Planning, and Employer-Sponsored Retirement Plans.
Who they serve
Individuals seeking help with personal finance, investments, retirement, insurance, and taxes who want a long-term trusted partner.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 404 | $126M |
| High Net Worth Individuals | 37 | $121M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 7 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRAEBURN WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched