BRAVER WEALTH MANAGEMENT, LLC

NEEDHAM, Massachusetts·9 registered advisors·CRD# 104747
SEC# 801-26501617-969-0223
01

Firm Overview

AUM
$875M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Other: MODEL PROVIDER FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BRAVER WEALTH MANAGEMENT, LLC

9 registered advisors
Andrew Peter Griesinger
NEEDHAM, Massachusetts
Bradley Keith Sharp
NEEDHAM, Massachusetts
Charles Morton Toole
NEEDHAM, Massachusetts
David Alan Fontaine
NEEDHAM, Massachusetts
Deborah H. Levenson
NEEDHAM, Massachusetts
James Michael Philbin
NEEDHAM, Massachusetts
Judith Diane Ludwig
NEEDHAM, Massachusetts
Mary Kathryn Konetzny
NEEDHAM, Massachusetts
Robert Douglas Lepson
NEEDHAM, Massachusetts
05

Office Locations

NEEDHAM, Massachusetts
9 advisors

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Data sourced from SEC Form ADV filings. BRAVER WEALTH MANAGEMENT, LLC (CRD# 104747) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.