# BRAVER WEALTH MANAGEMENT, LLC

BRAVER WEALTH MANAGEMENT, LLC of NEEDHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 104747
- Type: SEC-registered investment adviser
- SEC file number: 801-26501
- Location: 117 KENDRICK STREET, SUITE 800, NEEDHAM, MA, 02494
- Phone: 617-969-0223
- Latest filing: 2016-10-03
- Regulatory AUM: $875.5M
- Discretionary AUM: $777.7M
- Non-discretionary AUM: $97.8M
- Clients: 21
- Accounts: 2,609

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| TRAUB DANIEL JAY | PRESIDENT; VICE PRESIDENT; VICE PRESIDENT & CHIEF INVESTMENT OFFICER (+2 more) | — |
| LUDWIG JUDITH DIANE | CO-MANAGING MEMBER AND VICE PRESIDENT; TREASURER; VICE PRESIDENT (+1 more) | — |
| LUDWIG JOSEPH BENSON | CO-MANAGING MEMBER; CO-MANAGING MEMBER AND MANAGING DIRECTOR; DIRECTOR (+3 more) | — |
| AARON HARVEY DANA | VICE PRESIDENT | — |
| PHILBIN JAMES MICHAEL | CHIEF COMPLIANCE OFFICER AND EVP; CHIEF COMPLIANCE OFFICER AND MANAGER; CO-MANAGING MEMBER AND EXECUTIVE VICE PRESIDENT (+2 more) | — |
| PELLECCHIA DENNIS STEPHEN | CO-MANAGING MEMBER AND TREASURER; DIRECTOR & TREASURER; TREASURER AND MANAGER | — |
| RILEY PATRICK BERNARD | CO-MANAGING MEMBER; DIRECTOR; MANAGER | — |
| STEVENS CHRISTOPHER MARK | DIRECTOR | — |
| BERENSON JOEL HAROLD | DIRECTOR | — |
| LIGHTMAN RUSSELL HARRY | DIRECTOR; DIRECTOR & CLERK | — |
| GRIESINGER ANDREW PETER | CHIEF INVESTMENT OFFICER; CHIEF QUANTITATIVE OFFICER | — |
| MEAGHER ELAINE MARIE | VICE PRESIDENT - ADMINISTRATION | — |
| LEVENSON DEBORAH H | VICE PRESIDENT; VICE PRESIDENT - FINANCIAL PLANNING | — |
| DAMICO DAVID JOSEPH | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MARGOLIS MARTIN EDWARD | DIRECTOR & VICE PRESIDENT | — |
| SHARP BRADLEY KEITH | VICE PREDIENT - CLIENT SERVICES; VICE PRESIDENT CLIENT SERVICES; VICE PRESIDENT CLIENT - SERVICES | — |
| TOOLE CHARLES MORTON | ASST. VICE PRESIDENT  - CLIENT SERVICES | — |
| BELLEVUE KENNETH GEORGE | SENIOR VICE PRESIDENT | — |
| FONTAINE DAVID ALAN | CLIENT SERVICE MANAGER; RELATIONSHIP MANAGER | — |
| KONETZNY MARY KATHRYN | CLIENT SERVICES; RELATIONSHIP MANAGER | — |
| COTE DAVID RICHARD | VICE PRESIDENT | — |
| D'AMICO DAVID JOSEPH | CO-MANAGING MEMBER PRESIDENT AND CHIEF COMPLIANCE OFFICER; CO-MANAGING MEMBER PRESIDENT AND CHIEF MARKET STRATEGIST | — |
| WELSH THEODORE MICHAEL | VICE PRESIDENT  - HEAD OF DISTRIBUTION & SALES | — |
| LEPSON ROBERT DOUGLAS | VICE PRESIDENT | — |
| DURKIN BRIAN JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104747/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104747/similar
- Related entities: https://search.stillhousedata.com/firm/104747/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104747

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.