BRAVE NEW WEALTH

Overview

Brave New Wealth is a small, independent registered investment adviser that began SEC registration in 2025 and positions itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and other business or institutional clients, and it offers selection-of-other-advisers services — indicating it not only manages assets directly but also sources third‑party managers when appropriate. Brave New Wealth charges on a mix of fee structures: a percentage of AUM, hourly rates and fixed fees, which suits a mix of ongoing wealth management and project‑based engagements. The firm reports active ESG investing as part of its process, so environmental, social and governance considerations are integrated into manager selection, fund choices or security screens where applicable. Given the firm’s small scale and stated services, its investment approach appears to blend pooled public funds for core exposure with selective allocations to external alternative managers to provide diversification and enhanced return sources.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices