Brex Treasury LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 299606
- Registered since
- August 16, 2019
- Website
- www.brex.com
Firm profile
FINTRXOverview
Brex Treasury LLC is organized as a limited liability company and is registered with the SEC (registration year 2019). Filings classify the adviser as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory snapshot indicates it does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Those flags, together with the limited public detail in the snapshot, suggest the entity may not operate as a typical externally focused wealth manager. The record positions it as an SEC-registered entity with a narrow set of adviser attributes rather than a broad retail advisory practice.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Erik Zhou
Chief Accounting OfficerCRD 5166236
Benjamin Gammell
Chief Financial OfficerCRD 7044900
Contacts
3 of 35
Owen Hopkins
Private Banking SpecialistCRD 7549238
Adam Gagnon
Customer Success ManagerCRD 7195163
Erica Dorfman
VP, Product ManagementCRD 5951070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 650 S 500 W
- Time zone
- MT (UTC-7)
- Office locations
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