Braver Wealth Mangement, LLC (Newton)

Name: Braver Wealth Mangement, LLC
Address: 25 Christina Street, Newton, MA, 02461
Telephone: 617-969-0223

Braver Wealth Mangement, LLC is a large advisory firm based in Newton. It manages $327.92 million of regulatory assets for 267 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Massachusetts, New Hampshire, New Jersey, and New York.

Braver Wealth Mangement provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Braver Wealth Mangement: assets under management

The assets under management (AUM) of Braver Wealth Mangement, LLC is $327.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $327.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Braver Wealth Mangement, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Braver Wealth Mangement, LLC

David Joseph Damico has been acting as President since 1 Apr 2008. Andrew Peter Griesinger has served as the Chief Investment Officer since 1 Jan 2006. Bradley Keith Sharp joined the executive team most recently as the Vice Predient Client Services.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Jay Traub	Vice president - client services	1 Jan 1995	Other	3091754
Harvey Dana Aaron	Vice president	1 Jul 2001	Other	4504288
Andrew Peter Griesinger	Chief investment officer	1 Jan 2006	Other	4418665
Elaine Marie Meagher	Vice president - administration	1 Nov 2006	Other	5281061
Deborah H. Levenson	Vice president	1 Dec 2007	Other	5293654
Judith Diane Ludwig	Vice president and manager	1 Apr 2008	Other	4340044
James Michael Philbin	Chief compliance officer and manager	1 Apr 2008	Other	3172111
Dennis Stephen Pellecchia	Treasurer and manager	1 Apr 2008	Other	4090769
Patrick Bernard Riley	Manager	1 Apr 2008	Other	4504335
Inc. Braver Wealth Management	Member	1 Apr 2008	75% - 100%	04-2986240
David Joseph Damico	President	1 Apr 2008	Other	2233336
Joseph Benson Ludwig	Manager and managing director	1 May 2008	Other	2606391
Bradley Keith Sharp	Vice predient - client services	1 Sep 2008	Other	2844268
Charles Morton Toole	Asst. vice president - client services	1 Sep 2008	Other	5654191
Kenneth George Bellevue	Senior vice president	1 Sep 2008	Other	1124554

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Tandem Financial Services	Owner	1 Feb 2002	75% - 100%	04-3497048

Based in Newton

The principal office where Braver Wealth Mangement, LLC performs its advisory services is located at 25 Christina Street, Newton, MA 02461, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-969-0223 or by fax 617-969-0224. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.thebravergroup.com.