BRAINVEST WEALTH MANAGEMENT LLC
CRD #289743 SEC #801-114988 MIAMI, FL 305-224-8834
SEC Registered Private Funds
Total AUM
$553.8M
Discretionary
$456.7M
Employees
5
Clients
--
Accounts
97
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $553.8M | $456.7M | $97.1M | 5 | 0 |
| Mar 2025 | $553.8M | $456.7M | $97.1M | 5 | 0 |
| Jan 2025 | $1.3B | $1.2B | $101.2M | 5 | 0 |
| Apr 2024 | $1.1B | $1.1B | $13.6M | 6 | 0 |
| Mar 2024 | $1.1B | $1.1B | $13.6M | 6 | 0 |
| Dec 2023 | $1.1B | $1.1B | $2.8M | 5 | 0 |
| Apr 2023 | $1.1B | $1.1B | $2.8M | 5 | 0 |
| Mar 2023 | $1.1B | $1.1B | $2.8M | 5 | 0 |
| Jan 2023 | $769.5M | $769.5M | $0 | 5 | 0 |
| May 2022 | $769.5M | $769.5M | $0 | 4 | 0 |
| Apr 2022 | $523M | $523M | $0 | 4 | 0 |
| Mar 2021 | $360.2M | $360.2M | $0 | 4 | 0 |
| Sep 2020 | $291.1M | $291.1M | $0 | 4 | 0 |
| Jun 2020 | $291.1M | $291.1M | $0 | 4 | 0 |
| Mar 2020 | $291.1M | $291.1M | $0 | 4 | 0 |
| Nov 2019 | $123.4M | $123.4M | $0 | 4 | 1 |
| Oct 2019 | $123.4M | $123.4M | $0 | 4 | 1 |
| Aug 2019 | $123.4M | $123.4M | $0 | 4 | 1 |
| Jun 2019 | $123.4M | $123.4M | $0 | 3 | 1 |
| Jun 2019 | $123.4M | $123.4M | $0 | 2 | 1 |
| May 2019 | $123.4M | $123.4M | $0 | 2 | 1 |
| Mar 2019 | $123.4M | $123.4M | $0 | 2 | 1 |
DateApr 2025
Total AUM$553.8M
Discretionary$456.7M
Non-Disc.$97.1M
Employees5
Clients0
DateMar 2025
Total AUM$553.8M
Discretionary$456.7M
Non-Disc.$97.1M
Employees5
Clients0
DateJan 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$101.2M
Employees5
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.6M
Employees6
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.6M
Employees6
Clients0
DateDec 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.8M
Employees5
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.8M
Employees5
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.8M
Employees5
Clients0
DateJan 2023
Total AUM$769.5M
Discretionary$769.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$769.5M
Discretionary$769.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$523M
Discretionary$523M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$291.1M
Discretionary$291.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$291.1M
Discretionary$291.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$291.1M
Discretionary$291.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees4
Clients1
DateOct 2019
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees4
Clients1
DateAug 2019
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees4
Clients1
DateJun 2019
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees3
Clients1
DateJun 2019
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees2
Clients1
DateMay 2019
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees2
Clients1
DateMar 2019
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees2
Clients1