This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Optima vertexValue
- Established Date
- 08-04-2011
- Office Locations
- 1
Office Locations
About Braeburn Wealth Management, LLC
Braeburn Wealth Management (founded 2011) is a Muskegon, MI RIA serving individuals and entrepreneurs with highly personalized wealth management and financial planning. Services include retirement and employer-sponsored plan guidance, Social Security planning, insurance coordination, and tax-aware planning. Portfolios emphasize ETFs and mutual funds with disciplined asset allocation and risk management, primarily custodied at Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL ALLEN POLAND
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1953230
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Logan Metcalf
--
- CRD
- #7689366
Dimitri Michael Poland
Analyst
- CRD
- #7597918
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,354,439 | $228,909 |
| Non-Discretionary | $0 | -- |
| Total | $259,354,439 | $228,909 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $259,354,439
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $425,181,513 | 14.3% |
| Public Funds | $633,312,323 | 21.3% |
| Cash | $365,715,567 | 12.3% |
| Equity - OTC | $550,059,999 | 18.5% |
| Other | $579,792,972 | 19.5% |
| U.S. Government/Agency | $419,234,919 | 14.1% |
| Total | $2,973,297,293 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX VECTOR SUMMIT | OAK PATHWAY | 6GUW8VTDQ | RFUT | 4.29% | $35,621,091 |
| EAGLE INSIGHT | EAGLE PIONEER | OK6Q9QF9R | YCPN | 3.42% | $33,561,744 |
| WAVE OPTIMA WAVE | QUANTUM VECTOR | XBXTT8ND9 | VYX | 7.72% | $98,460,071 |
| LEGACY MATRIX | DELTA VECTOR | BCG9C5839 | PCUXN | 5.53% | $8,562,550 |
| EMBER OPTIMA MOMENTUM | PEAK BRIDGE | KQ5ITU7RL | SSX | 0.63% | $16,730,621 |
| GLACIER FOUNDATION VALUE | PRIME WAVE | KZXEL14CM | UUYGO | 12.36% | $68,490,064 |
| DELTA PEAK | VALUE ATLAS | GQI0BWASQ | VNNX | 6.10% | $22,807,286 |
| PEAK BEACON VERTEX | MATRIX LEGACY | 2I8KEOZPP | UIS | 3.53% | $78,005,275 |