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BRAINVEST WEALTH MANAGEMENT LLC
CRD 289743 · SEC 801-114988
1221 BRICKELL AVE., SUITE 1750, MIAMI, FL, 33131, United States
Phone
305-224-8834
Fax
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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
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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
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 101 | $291.4M |
| Corporations/business entities | 74 | $399.5M |
States served
DE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD