Brave New Wealth

RIASEC Registered

Total AUM

$131M

Discretionary

$131M

100% of AUM

Avg account

$1.1M

Accounts

114

Employees

Advisory reps

Firm details

Headquarters: Westlake Village, California
CRD number: 336030
Registered since: October 19, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.52%
Individuals1.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Brave New Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves individual and family clients and operates as a capital allocator, combining financial planning with portfolio management for individuals, small businesses, and institutional/business entities. Its fee arrangements include assets-under-management fees, hourly billing, and fixed fees. Brave New Wealth identifies as an active ESG investor and also provides selection-of-other-advisers services, indicating regular use of external managers or subadvisors to access specialized strategies.