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| Keyboard |
| Brave New Wealth LLC
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|---|---|
| CRD # | 336030 |
| SEC # | 801-132706 |
| CIK # | |
| AUM | 31.1 M (2025-11-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-243-9474 |
| Address | 30700 Russell Ranch Road Westlake Village, CA 91362 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.4 |
| (b) Individuals (high net worth individuals) | 9 | 25.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 31.1 |
| By Discretionary | ||
| Discretionary | 59 | 31.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 59 | 31.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 31.1 | |
| Total | 59 | 31.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mavros Capital Management LLC
✚
|
NY | 32.1 M |
|
Mutual of Omaha Investor Services Inc
✚
|
NE | 32.0 M |
|
American Financial Management Ltd
✚
|
MD | 31.6 M |
|
First Step Wealth Planning LLC
✚
|
31.3 M | |
|
MCA Cross Border Advisors Inc
✚
|
31.1 M | |
|
Zero Day Capital Enterprises LLC
✚
|
30.7 M | |
|
Old Field Advisors LLC
✚
|
30.6 M | |
|
Eastside Financial Advisors LLC
✚
|
30.1 M | |
|
Quillu Inc
✚
|
CA | 30.0 M |
|
Seneca Private Wealth LLC
✚
|
CA | 29.9 M |