Braverman Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Braverman Wealth Advisors, LLC provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, corporations and 401(k) plan participants. Services described in the brochure include retirement and tax-informed planning, estate and business planning support, cash-flow and debt management, and both modular and comprehensive written financial plans.
The firm typically builds portfolios using a passive, indexed ETF approach guided by an individualized investment policy statement and may engage sub‑advisors to manage accounts or model portfolios. It combines portfolio management with ongoing planning options — including subscription-based continuing planning — and sponsors a wrap fee program to deliver bundled custody and trading services.
What distinguishes this firm is that the principal actively practices as an estate and elder-law attorney and operates an affiliated law firm, and is also licensed to sell life and health insurance; those relationships and any referrals or insurance sales are disclosed as conflicts of interest. The firm is a solo practitioner managing roughly $6.5 million in discretionary assets for a very small client base, and it offers no-cost educational workshops and pension/employee benefits consulting services that are uncommon for independent advisers of its size.
Client services
Expertise
Occupation focus
Fee options
Modular Financial Planning: $2,500 to $15,000 (negotiable)
$0 - $2,000,000: 1.25% $2,000,000 - $4,000,000: 1.00% $4,000,000+: 0.75%
Comprehensive Financial Planning: 1%-3% of gross annual revenue, billed monthly in arrears
Main office
507 Canyon Blvd, Ste 203
Boulder CO 80302
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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