Felipe Shanklin De azambuja
Investment adviser representative at Brainvest Wealth Management LLC
14 yearsExperience
1 stateRegistered in
$690.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Brainvest Wealth Management LLCJan 2026 to now
- Brainvest Wealth Management LLCApr 2025 to Dec 2025
- Fininvesta SaSep 2020 to Mar 2025
- Octogone Gestion SaOct 2017 to Mar 2025
- Edmond De Rothschild (suisse) Sa,Apr 2012 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Brainvest Wealth Management LLC
$690.9MAssets managed
175Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4337600
- Firm CRD
- 289743