BRAEBURN WEALTH MANAGEMENT, LLC
CRD #158007 SEC #801-108353 MUSKEGON, MI 231-720-0743
SEC Registered
Total AUM
$266.5M
Discretionary
$266.3M
Employees
6
Clients
1
Accounts
1,195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $266.5M | $266.3M | $244.8K | 6 | 0 |
| Aug 2025 | $266.5M | $266.3M | $244.8K | 5 | 0 |
| Apr 2025 | $266.5M | $266.3M | $244.8K | 4 | 0 |
| Mar 2025 | $266.5M | $266.3M | $244.8K | 4 | 0 |
| Jan 2025 | $269.7M | $225.7M | $44M | 4 | 0 |
| Feb 2024 | $269.7M | $225.7M | $44M | 5 | 0 |
| Jan 2024 | $269.7M | $225.7M | $44M | 5 | 0 |
| Aug 2023 | $239M | $194.5M | $44.5M | 5 | 0 |
| Mar 2023 | $239M | $194.5M | $44.5M | 5 | 0 |
| Jan 2023 | $296M | $245.7M | $50.3M | 5 | 0 |
| Jan 2023 | $296M | $245.7M | $50.3M | 6 | 0 |
| Oct 2022 | $296M | $245.7M | $50.3M | 5 | 0 |
| Jun 2022 | $296M | $245.7M | $50.3M | 6 | 0 |
| Mar 2022 | $296M | $245.7M | $50.3M | 5 | 0 |
| Oct 2021 | $221.8M | $183.9M | $37.8M | 5 | 0 |
| Mar 2021 | $221.8M | $183.9M | $37.8M | 5 | 0 |
| Dec 2020 | $207.9M | $172M | $35.9M | 5 | 0 |
| Jun 2020 | $207.9M | $172M | $35.9M | 5 | 0 |
| May 2020 | $207.9M | $172M | $35.9M | 5 | 0 |
| Feb 2020 | $207.9M | $172M | $35.9M | 5 | 0 |
| Oct 2019 | $156.9M | $126.1M | $30.8M | 5 | 0 |
| Feb 2019 | $156.9M | $126.1M | $30.8M | 4 | 0 |
| Nov 2018 | $152.2M | $122.1M | $30.1M | 4 | 0 |
| Feb 2018 | $152.2M | $122.1M | $30.1M | 4 | 0 |
| Feb 2017 | $119.5M | $98.7M | $20.8M | 5 | 300 |
| Aug 2016 | $120M | $99.7M | $20.3M | 2 | 300 |
| Jun 2012 | $72M | $72M | $0 | 1 | 248 |
| Jun 2012 | $72M | $72M | $0 | 1 | 248 |
| Apr 2012 | $72M | $72M | $0 | 1 | 248 |
| Apr 2012 | $72M | $72M | $0 | 1 | 248 |
| Dec 2011 | $60.1M | $60.1M | $0 | 1 | 0 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$266.5M
Discretionary$266.3M
Non-Disc.$244.8K
Employees6
Clients0
DateAug 2025
Total AUM$266.5M
Discretionary$266.3M
Non-Disc.$244.8K
Employees5
Clients0
DateApr 2025
Total AUM$266.5M
Discretionary$266.3M
Non-Disc.$244.8K
Employees4
Clients0
DateMar 2025
Total AUM$266.5M
Discretionary$266.3M
Non-Disc.$244.8K
Employees4
Clients0
DateJan 2025
Total AUM$269.7M
Discretionary$225.7M
Non-Disc.$44M
Employees4
Clients0
DateFeb 2024
Total AUM$269.7M
Discretionary$225.7M
Non-Disc.$44M
Employees5
Clients0
DateJan 2024
Total AUM$269.7M
Discretionary$225.7M
Non-Disc.$44M
Employees5
Clients0
DateAug 2023
Total AUM$239M
Discretionary$194.5M
Non-Disc.$44.5M
Employees5
Clients0
DateMar 2023
Total AUM$239M
Discretionary$194.5M
Non-Disc.$44.5M
Employees5
Clients0
DateJan 2023
Total AUM$296M
Discretionary$245.7M
Non-Disc.$50.3M
Employees5
Clients0
DateJan 2023
Total AUM$296M
Discretionary$245.7M
Non-Disc.$50.3M
Employees6
Clients0
DateOct 2022
Total AUM$296M
Discretionary$245.7M
Non-Disc.$50.3M
Employees5
Clients0
DateJun 2022
Total AUM$296M
Discretionary$245.7M
Non-Disc.$50.3M
Employees6
Clients0
DateMar 2022
Total AUM$296M
Discretionary$245.7M
Non-Disc.$50.3M
Employees5
Clients0
DateOct 2021
Total AUM$221.8M
Discretionary$183.9M
Non-Disc.$37.8M
Employees5
Clients0
DateMar 2021
Total AUM$221.8M
Discretionary$183.9M
Non-Disc.$37.8M
Employees5
Clients0
DateDec 2020
Total AUM$207.9M
Discretionary$172M
Non-Disc.$35.9M
Employees5
Clients0
DateJun 2020
Total AUM$207.9M
Discretionary$172M
Non-Disc.$35.9M
Employees5
Clients0
DateMay 2020
Total AUM$207.9M
Discretionary$172M
Non-Disc.$35.9M
Employees5
Clients0
DateFeb 2020
Total AUM$207.9M
Discretionary$172M
Non-Disc.$35.9M
Employees5
Clients0
DateOct 2019
Total AUM$156.9M
Discretionary$126.1M
Non-Disc.$30.8M
Employees5
Clients0
DateFeb 2019
Total AUM$156.9M
Discretionary$126.1M
Non-Disc.$30.8M
Employees4
Clients0
DateNov 2018
Total AUM$152.2M
Discretionary$122.1M
Non-Disc.$30.1M
Employees4
Clients0
DateFeb 2018
Total AUM$152.2M
Discretionary$122.1M
Non-Disc.$30.1M
Employees4
Clients0
DateFeb 2017
Total AUM$119.5M
Discretionary$98.7M
Non-Disc.$20.8M
Employees5
Clients300
DateAug 2016
Total AUM$120M
Discretionary$99.7M
Non-Disc.$20.3M
Employees2
Clients300
DateJun 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients248
DateJun 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients248
DateApr 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients248
DateApr 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients248
DateDec 2011
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees1
Clients0
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--