BRAVER WEALTH MANAGEMENT, LLC
CRD #104747 SEC #801-26501 NEEDHAM, MA 617-969-0223
SEC Registered
Total AUM
$875.5M
Discretionary
$777.7M
Employees
21
Clients
101
Accounts
2,609
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2016 | $875.5M | $777.7M | $97.8M | 21 | 600 |
| Jun 2016 | $875.5M | $777.7M | $97.8M | 21 | 600 |
| May 2016 | $875.5M | $777.7M | $97.8M | 21 | 600 |
| Mar 2016 | $875.5M | $777.7M | $97.8M | 21 | 600 |
| Aug 2015 | $894.4M | $843.6M | $50.8M | 21 | 600 |
| Mar 2015 | $894.4M | $843.6M | $50.8M | 21 | 600 |
| Apr 2014 | $800.1M | $800.1M | $0 | 18 | 500 |
| Mar 2014 | $800.1M | $800.1M | $0 | 18 | 500 |
| Sep 2013 | $691.2M | $687.7M | $3.5M | 16 | 425 |
| Mar 2013 | $691.2M | $687.7M | $3.5M | 16 | 425 |
| Aug 2012 | $590.7M | $529.3M | $61.4M | 11 | 400 |
| Mar 2012 | $590.7M | $529.3M | $61.4M | 11 | 400 |
| Jun 2011 | $524.2M | $524.2M | $0 | -- | -- |
| Jun 2011 | $524.2M | $524.2M | $0 | -- | -- |
| Mar 2011 | $524.2M | $524.2M | $0 | -- | -- |
| Oct 2010 | $432.4M | $432.4M | $0 | -- | -- |
| Mar 2010 | $432.4M | $432.4M | $0 | -- | -- |
| Jul 2009 | $327.9M | $327.9M | $0 | -- | -- |
| Mar 2009 | $327.9M | $327.9M | $0 | -- | -- |
| Aug 2007 | $422.6M | $422.6M | $0 | -- | -- |
| Aug 2007 | $422.6M | $422.6M | $0 | -- | -- |
| Mar 2007 | $422.6M | $422.6M | $0 | -- | -- |
| Mar 2006 | $334.4M | $334.4M | $0 | -- | -- |
| Jun 2005 | $317.4M | $317.4M | $0 | 10 | -- |
| Feb 2005 | $317.4M | $317.4M | $0 | 10 | -- |
| Jan 2004 | $252M | $252M | $0 | 10 | -- |
DateOct 2016
Total AUM$875.5M
Discretionary$777.7M
Non-Disc.$97.8M
Employees21
Clients600
DateJun 2016
Total AUM$875.5M
Discretionary$777.7M
Non-Disc.$97.8M
Employees21
Clients600
DateMay 2016
Total AUM$875.5M
Discretionary$777.7M
Non-Disc.$97.8M
Employees21
Clients600
DateMar 2016
Total AUM$875.5M
Discretionary$777.7M
Non-Disc.$97.8M
Employees21
Clients600
DateAug 2015
Total AUM$894.4M
Discretionary$843.6M
Non-Disc.$50.8M
Employees21
Clients600
DateMar 2015
Total AUM$894.4M
Discretionary$843.6M
Non-Disc.$50.8M
Employees21
Clients600
DateApr 2014
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees18
Clients500
DateMar 2014
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees18
Clients500
DateSep 2013
Total AUM$691.2M
Discretionary$687.7M
Non-Disc.$3.5M
Employees16
Clients425
DateMar 2013
Total AUM$691.2M
Discretionary$687.7M
Non-Disc.$3.5M
Employees16
Clients425
DateAug 2012
Total AUM$590.7M
Discretionary$529.3M
Non-Disc.$61.4M
Employees11
Clients400
DateMar 2012
Total AUM$590.7M
Discretionary$529.3M
Non-Disc.$61.4M
Employees11
Clients400
DateJun 2011
Total AUM$524.2M
Discretionary$524.2M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$524.2M
Discretionary$524.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$524.2M
Discretionary$524.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$432.4M
Discretionary$432.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$432.4M
Discretionary$432.4M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$327.9M
Discretionary$327.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$327.9M
Discretionary$327.9M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$422.6M
Discretionary$422.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$422.6M
Discretionary$422.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$422.6M
Discretionary$422.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$317.4M
Discretionary$317.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$317.4M
Discretionary$317.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees10
Clients--