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BRAVE NEW WEALTH
BRAVE NEW WEALTH, LLC
CRD 336030 · SEC 801-132706
30700 RUSSELL RANCH ROAD, SUITE 250, WESTLAKE VILLAGE, CA, 91362, United States
Phone
8052439474
Fax
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Registration
— (—)
Source
State registered
Total AUM
$33.3M
Discretionary AUM
$33.3M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $27.1M |
All web addresses on file
Official SEC filing: View on IAPD