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BRAVERMAN WEALTH ADVISORS, LLC
CRD 304291
507 CANYON BLVD, STE 203, BOULDER, CO, 80302, United States
Phone
303-800-1588
Fax
3034798408
Registration
— (—)
Source
State registered
Total AUM
$6.5M
Discretionary AUM
$6.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $5K |
| High net worth individuals | 1 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD