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BRAINVEST WEALTH MANAGEMENT LLC
CRD 289743File 801-114988
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 5 | 8 | increased by3 |
| Apr 1, 2026 | Clients | 131 | 175 | increased by44 |
| Apr 1, 2026 | AUM | $553,800,718 | $690,945,172 | increased by$137,144,454 |
| Apr 1, 2026 | Accounts | 97 | 175 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 224 | 131 | decreased by93 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $769,500,000 | $553,800,718 | decreased by$215,699,282 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 52 | 97 | increased by45 |
| Jun 1, 2022 | Clients | 52 | 224 | increased by172 |
| Jun 1, 2022 | AUM | $523,000,000 | $769,500,000 | increased by$246,500,000 |
| May 1, 2022 | Clients | 71 | 52 | decreased by19 |
| May 1, 2022 | AUM | $360,156,092 | $523,000,000 | increased by$162,843,908 |
| May 1, 2022 | Accounts | 56 | 52 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRAINVEST WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRAINVEST WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.