Brave New Wealth

RIASEC & State 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: May 2, 2025
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 marked as a newly formed SEC-registered adviser (registration year 2025). The firm is individually owned and positions itself as a capital allocator for individual and family clients, offering financial planning and discretionary portfolio management across individuals, small businesses, and institutional/business clients. Service billing includes percentage-of-AUM, hourly, and fixed-fee arrangements. The adviser indicates active ESG investing and lists selection of other advisers among its advisory activities, which points to a model that blends in-house advice with external manager relationships.