Braeburn Wealth Management, Llc
- Regulatory AUM
- $259M
- Discretionary
- $259M
- Clients
- 454
- Avg AUM / client
- $571K
- Accounts
- 1,133
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 404 | $126M | 48.8% |
| High net worth individuals | 37 | $121M | 46.8% |
| Pension and profit sharing plans | 7 | $0 | — |
| Charitable organizations | 1 | $7.8M | 2.99% |
| Corporations and other businesses | 5 | $3.7M | 1.44% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Allen Poland | Managing Member And Chief Compliance Officer | Aug 2011 (15y) | 75% or more | |
| Dimitri Michael Poland | Registered representative | Dec 2024 (2y) | ||
| Logan Metcalf | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $259M (100% of AUM) Feb 2026
- National Financial Services (Fidelity) $191M (86% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗