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BRAVE EAGLE WEALTH MANAGEMENT

NEW YORK, NY · CRD 283307 · IAPD ↗ · braveeaglewealth.com · 212-918-4746

$101.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — BRAVE EAGLE WEALTH MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — BRAVE EAGLE WEALTH MANAGEMENT reported RAUM up 40% ($72.0M -> $101.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
March 2025 — BRAVE EAGLE WEALTH MANAGEMENT reported RAUM up 38% ($52.0M -> $72.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — BRAVE EAGLE WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.