BRAVERMAN WEALTH ADVISORS, LLC

BRAVERMAN WEALTH ADVISORS, LLC of BOULDER, CO is an SEC-registered investment adviser (CRD 304291). Regulatory assets under management: $6.5M.

Registration

• CRD: 304291
• Type: Registered investment adviser
• Location: 507 CANYON BLVD, BOULDER, CO, 80302
• Phone: 303-800-1588
• Latest filing: 2025-03-17
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304291 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search