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Diedre Wachbrit Braverman

Braverman Wealth Advisors, LLC

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About Diedre Wachbrit Braverman

Diedre Wachbrit Braverman is an Investment Advisor Representative registered in Colorado. Diedre is a member of Braverman Wealth Advisors, LLC and is licensed to provide financial planning services to individuals. Diedre Braverman also works for Braverman Law Group, LLC as an attorney.

Firm Information

Diedre Braverman is currently registered with Braverman Wealth Advisors, LLC. Braverman Wealth Advisors, LLC is a financial advisory firm that provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. The firm manages approximately $2.75 million in assets for 4 individuals.

$2.75M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Diedre Braverman’s Registration & Firm History

CO

01/01/2025 - Present

Braverman Wealth Advisors, LLC (Boulder CO)

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Licenses & Designations

IA

Issued 05/02/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diedre Wachbrit Braverman.
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