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BRAINVEST WEALTH MANAGEMENT LLC

CRD 289743 · SEC 801-114988

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1221 BRICKELL AVE., SUITE 1750, MIAMI, FL, 33131, United States

Phone

305-224-8834

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$690.9M

Discretionary AUM

$589.4M

Team

8 total employees; 5 advisory reps; 1 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-27

Disciplinary history

No

Services

Portfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
High net worth individuals101$291.4M
Corporations/business entities74$399.5M

States served

DE, TX, FL

All web addresses on file

Official SEC filing: View on IAPD