BRAINVEST WEALTH MANAGEMENT LLC

Overview

Brainvest Wealth Management LLC is an independent registered investment adviser that has been SEC-registered since 2019. Structured as an LLC and owned by a domestic entity and individuals, the firm acts as a capital allocator for both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses and it also engages in the publication of periodicals or newsletters. Compensation is primarily a percentage-of-assets-under-management model, with some relationships including performance-based fees. The firm identifies as an active ESG investor and appears to operate outside the multi-state adviser classification.

Assets & Accounts

Investments & Alternatives

Location & Offices