Brave New Wealth

RIASEC RegisteredEst. 2025

Total AUM

$131M

Discretionary

$131M

100% of AUM

Avg account

$1.1M

Accounts

114

Employees

Advisory reps

Firm details

Headquarters: Westlake Village, California
CRD number: 336030
Registered since: May 2, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.52%
Charitable Organizations4.46%
Individuals1.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Brave New Wealth is an independent, founder-owned registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves individual and family clients and positions itself as a capital allocator that both manages portfolios directly and selects outside managers. Its advisory services include financial planning, portfolio management for individuals and smaller businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. The firm charges clients via a mix of asset-based fees, hourly billing, and fixed fees. Brave New Wealth identifies as an active ESG investor.