Dimitri Michael Poland
Investment adviser representative at Braeburn Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$259.4MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Braeburn Wealth Management, LLCMay 2022 to now
- N/aAug 2021 to Apr 2022
- Valeo Financial AdvisorsMay 2021 to Jul 2021
- N/aSep 2020 to Apr 2021
- Braeburn Wealth ManagementMar 2020 to Aug 2020
- N/aSep 2019 to Feb 2020
- Muskegon Country ClubJun 2019 to Aug 2019
- N/aSep 2018 to May 2019
- The DeckJun 2018 to Aug 2018
- N/aOct 2017 to May 2018
- Hank's TavernJun 2017 to Sep 2017
- N/aMay 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Braeburn Wealth Management, LLC
$259.4MAssets managed
454Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7597918
- Firm CRD
- 158007