Investment adviser · CRD 104747

BRAVER WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

NEEDHAM, MA, United States · Form ADV filed Oct 3, 2016

Regulatory AUM
$875M
Form ADV · Item 5.F
Client accounts
2,609
Accounts, not individual clients
Employees
21
Reported in this filing
Advisory professionals
16
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 3, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

117 KENDRICK STREET, SUITE 800
NEEDHAM, MA, 02494, United States

CRD 104747

Filing source

Form ADV 1043642 · Oct 3, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.