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BRAINVEST WEALTH MANAGEMENT LLC
CRD 289743File 801-114988
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$690.9M
Above cohort median (national)
Discretionary AUM
$589.4M
Non-discretionary $101.5M
Clients
175
175 accounts
Employees
8
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 11, 2019
- Principal office
- 1221 BRICKELL AVE., SUITE 1750, MIAMI, FL, 33131
- Phone
- 305-224-8834
- Website
- https://www.brainvest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $690.9M
- Discretionary AUM
- $589.4M
- Non-discretionary AUM
- $101.5M
- Discretionary accounts
- 166
- Non-discretionary accounts
- 9
- Total accounts
- 175
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 74 | $399.5M |
| High net worth individuals | 101 | $291.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.