Braeburn Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

111 W Western Ave, Muskegon, Michigan, 4...

Phone Number

(231) 720-0743

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

About Braeburn Wealth Management

Braeburn Wealth Management is a financial services firm that specializes in personalized wealth management and financial planning. With over 12 years of experience, they provide comprehensive services including retirement planning, social security planning, and employer-sponsored retirement plans. Their mission is to empower clients to make informed financial decisions and achieve their financial goals through expert guidance and individual attention. The firm is dedicated to building long-term relationships with clients, ensuring a supportive and knowledgeable partnership in navigating complex financial choices.Explore more
Braeburn Wealth Management's Social MediaPopular SearchesBraeburn Wealth ManagementBraeburn Wealth Management LLCBraeburn Investment Group LLCBraeburn Investments LtdBraeburn Properties LLCSIC Code 62,628NAICS Code 52,523Show more

Braeburn Wealth Management Org Chart

PhoneEmail
DP
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Vice President, Investments

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LM
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Associate Wealth Adviser

PhoneEmail
MP
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Owner and Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Braeburn Wealth Managemen...

<$5M
1-10
Private
-
2011
DP
Dimitri PolandVice President, Investments
<$5M
1-10
Private
-
2006
BZ
Beau ZumbuschFinancial Advisor
<$5M
1-10
Private
-
2020
BS
Barbara SambuchiSenior Private Wealth Associate
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Braeburn Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Braeburn Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Braeburn Wealth Management.

Braeburn Wealth Management Tech Stack

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Frequently Asked Questions Regarding Braeburn Wealth Management

What is Braeburn Wealth Management's official website?
Braeburn Wealth Management's official website is www.braeburnwealth.com
What is Braeburn Wealth Management's Revenue?
Braeburn Wealth Management's revenue is <$5 Million
What is Braeburn Wealth Management's SIC code?
Braeburn Wealth Management's SIC: 62,628
What is Braeburn Wealth Management's NAICS code?
Braeburn Wealth Management's NAICS: 52,523
How many employees does Braeburn Wealth Management have?
Braeburn Wealth Management has 1-10 employees
What industry does Braeburn Wealth Management belong to?
Braeburn Wealth Management is in the industry of: Finance, Securities Trading
What is Braeburn Wealth Management competition?
Braeburn Wealth Management top competitors include: Hull Wealth Management, Murphy Wealth Management, OWL Private Wealth Advisors, Cornerstone Wealth Management
What technology does Braeburn Wealth Management use?
Some of the popular technologies that Braeburn Wealth Management uses are: WooCommerce, WordPress.org, PHP, RackSpace Cloud DNS
How do I contact Braeburn Wealth Management?
Braeburn Wealth Management contact info: Phone number: (231) 720-0743 Website: www.braeburnwealth.com
What does Braeburn Wealth Management do?

Braeburn Wealth Management is a financial services firm that specializes in personalized wealth management and financial planning. With over 12 years of experience, they provide comprehensive services including retirement planning, social security planning, and employer-sponsored retirement plans. Their mission is to empower clients to make informe... d financial decisions and achieve their financial goals through expert guidance and individual attention. The firm is dedicated to building long-term relationships with clients, ensuring a supportive and knowledgeable partnership in navigating complex financial choices.Read More

What are Braeburn Wealth Management social media links?
Braeburn Wealth Management Linkedin page Braeburn Wealth Management Twitter page Braeburn Wealth Management Facebook page
Is Braeburn Wealth Management a public company?
Braeburn Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Braeburn Wealth Management

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