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BRAVER WEALTH MANAGEMENT, LLC
NEEDHAM, MA
617-969-0223
SEC #801-26501Total AUM
$875.5M
Employees
21Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
117 KENDRICK STREET
SUITE 800
NEEDHAM
MA 02494
United States
SUITE 800
NEEDHAM
MA 02494
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-969-0223
Financials
Total AUM
$875.5M
Accounts
2,609Discretionary
$777.7M
Accounts
2,250Non-Discretionary
$97.8M
Accounts
359
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ESTATE AND TAX PLANNING SERVICES; MODEL PROVIDER
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MODEL PROVIDER FEES
Compliance
Disclosures
None reported
State Registrations
CACOCTFLGAINMAMDMEMINCNHNJNYOHPARITXVAWA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.