SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Brainvest Wealth Management LLC
Miami, FL
CRD 289743
Firm filing updated April 27, 2026 ·
- $690.9MAssets
- 175Clients
- 5Advisory staff
- 175Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals101
- Corporations or other businesses74
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 101 | $291.4 million |
| Corporations or other businesses not listed above | 74 | $399.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Assets and accounts
- Regulatory assets$690.9 million
- Accounts175
- Discretionary$589.4 million · 166 accounts
- Non-discretionary$101.5 million · 9 accounts
People
- Employees8
- Advisory staff5
- Broker-dealer reps1
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 289743, SEC file 801-114988.
- Registered with the SEC as an investment advisor (status date on record: April 11, 2019).
Is Brainvest Wealth Management LLC a fiduciary?
Short answer: Brainvest Wealth Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.