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BRAINVEST WEALTH MANAGEMENT LLC

MIAMI, FL · CRD 289743 · IAPD ↗ · brainvest.com · 305-224-8834

$690.9MRegulatory AUM
5Advisory reps
8Employees
1Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — BRAINVEST WEALTH MANAGEMENT LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
April 2025 — BRAINVEST WEALTH MANAGEMENT LLC reported RAUM down 57% ($1.28B -> $553.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
February 2025 — BRAINVEST WEALTH MANAGEMENT LLC shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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