Brave Eagle Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 6, 2026, reports $101M in regulatory assets under management, 2 employees, and 107 accounts.
Assets Under Management
$101M
Employees
2
Offices
--
Total Clients
107
Primary office
NEW YORK, NY
48 WALL STREET, SUITE 1100, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.4% of total clients.
Top client categories% of clientsClients
1
Individuals
65.4%
70
2
HNWI
34.6%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of March 6, 2026
Discretionary100.0%
$101M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$101M
Total Accounts107
10Y AUM Change+$71M (+236.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.