Brave Eagle Wealth Management
Firm details
- Headquarters
- New York, New York
- CRD number
- 283307
- Registered since
- March 4, 2022
- Website
- www.braveeaglewealth.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.41%
- Individuals40.59%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Brave Eagle Wealth Management is an independent, individual-owned RIA that registered with the SEC in 2022. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model is a mix of percentage-of-AUM billing plus hourly and fixed-fee arrangements, and it does not operate as a capital allocator. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- US Government Bonds17%
- Cash & Cash Equivalents4%
- Derivatives3%
Contacts
2 of 2
Robert Ruggirello
Managing Director and PartnerCRD 2874041
Peter Thomann
Tax DirectorCRD 4932772
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 48 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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