Brainvest Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated April 27, 2026, reports $691M in regulatory assets under management, 8 employees, and 175 accounts.
Assets Under Management
$691M
Employees
8
Offices
--
Total Clients
175
Primary office
MIAMI, FL
1221 BRICKELL AVE., SUITE 1750, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.7% of total clients.
Top client categories% of clientsClients
1
HNWI
57.7%
101
2
Corporations
42.3%
74
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$691Mas of April 27, 2026
Discretionary85.3%
$589M
85% of total RAUM85.3%
Non-discretionary14.7%
$102M
15% of total RAUM14.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$691M
Total Accounts175
10Y AUM Change+$568M (+460.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee22:1
10Y Employee Change+6 (+300.0%)
* 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.