Data / Investment advisers / California / Brave New Wealth
Brave New Wealth, Westlake Village, CA: $131 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Brave New Wealth is an SEC registered investment adviser with its main office in Westlake Village, California and reports $131 million in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 336030
- SEC file number
- 801-137502
- SEC status
- Approved, effective October 19, 2026
- Legal name
- Brave New Wealth, LLC
- Main office
- 30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362
- Phone
- (805) 243-9474
- Website
- bravenewwealthwm.com
- Regulatory AUM
- $130,719,275 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $130,719,275
- Accounts
- 114
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 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 |
|---|---|---|
| High net worth individuals | 16 | $128.8 million |
| Individuals (other than high net worth individuals) | 4 | $1.9 million |
Other advisers in Westlake Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Guild Investment Management, Inc. | Westlake Village | $185.2 million | Not listed | adviserinfo.sec.gov |
| Classic Financial | Westlake Village | $151.6 million | Not listed | adviserinfo.sec.gov |
| Carmandalian Financial Group, LLC | Westlake Village | $150.8 million | Not listed | adviserinfo.sec.gov |
| FMB Retirement Services | Westlake Village | $146.2 million | Not listed | adviserinfo.sec.gov |
| Haven Capital Group | Westlake Village | $143.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Westlake Village, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Brave New Wealth 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.