Braeburn Wealth Management Revenue
Financial Services • 
Norton Shores, Michigan, United States • 1-10 Employees
Braeburn Wealth Management revenue & valuation
| Annual revenue | $5,659,146 |
| Revenue per employee | $944,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $18,200,000 |
| Total funding | No funding |
Key Contacts at Braeburn Wealth Management
Michael A Poland
Owner / Financial Advisor
Caitlyn Mouw
Director Of First Impressions
Company overview
| Headquarters | 3597 Henry Street, Suite 202, Norton Shores, Michigan 49441, US |
| Phone number | +12317200743 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Financial Planning, 401(K), Personalized Service, Financial Investments, Chartered Financial Analyst, Company Retirement Plans, The Organized Household, Market Navigator, Riskalyze: What'S Your Risk Number?, Social Security Calculator, The Complete Process, Weekly Commentary, Braeburn Observations |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
Braeburn Wealth Management Email Formats
Braeburn Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@braeburnwealth.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@braeburnwealth.com | 71.4% |
{first initial}.{last name} | j.doe@braeburnwealth.com | 28.6% |
About Braeburn Wealth Management
OUR MISSION is to provide unique and thoughtfully constructed wealth management services in a highly personalized manner, with individual attention and a genuine concern for each and every client. OUR VISION is to positively impact the lives of our clients and be considered the number one trusted advisor in their lives; and be recognized as a leader in the community for wealth management. OUR COMMITMENT TO OUR CLIENTS is to 1. Focus our efforts entirely on helping our clients achieve their goals and objectives. 2. Conduct all of our business in an ethical and transparent manner. 3. Understand client goals and objectives, and what is important in their lives. 4. Continue to be the most educated and committed investment professionals that we can be.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Braeburn Wealth Management has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Braeburn Wealth Management has never raised funding before.
Braeburn Wealth Management Tech Stack
Discover the technologies and tools that power Braeburn Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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