Data / Investment advisers / Florida / Brainvest Wealth Management LLC
Brainvest Wealth Management LLC, Miami, FL: $691 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Brainvest Wealth Management LLC is an SEC registered investment adviser with its main office in Miami, Florida and reports $691 million in regulatory assets under management in its Form ADV filed April 27, 2026. Its clients include corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 289743
- SEC file number
- 801-114988
- SEC status
- Approved, effective April 11, 2019
- Main office
- 1221 Brickell Ave. Suite 1750, Miami, FL 33131
- Phone
- (305) 224-8834
- Website
- brainvest.com
- Regulatory AUM
- $690,945,172 in the Form ADV filed April 27, 2026
- Discretionary AUM
- $589,421,214
- Non discretionary AUM
- $101,523,958
- Accounts
- 175
- Employees
- 8, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $626,131
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 74 | $399.5 million |
| High net worth individuals | 101 | $291.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $690.9 million | March 30, 2026 |
| December 1, 2025 | $553.8 million | April 21, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Artia Global Partners LP | Miami | $778.9 million | 1 | adviserinfo.sec.gov |
| Paradigm Investment Management | Miami | $725.2 million | Not listed | adviserinfo.sec.gov |
| Saaga | Miami | $717.5 million | Not listed | adviserinfo.sec.gov |
| Lafise Global Advisors LLC | Miami | $699 million | Not listed | adviserinfo.sec.gov |
| Icv Partners, LLC | Miami | $694.1 million | 4 | adviserinfo.sec.gov |
| Powell Investment Advisors, LLC | Miami | $648 million | 1 | adviserinfo.sec.gov |
| Proaltus USA | Miami | $645.7 million | 12 | adviserinfo.sec.gov |
| Vizcaya Capital, LLC | Miami | $631.4 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Brainvest Wealth Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.