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BRAINVEST WEALTH MANAGEMENT LLC

1221 Brickell Ave.
Suite 1750
Miami, Florida 33131
Tel: 305-224-8834

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About BRAINVEST WEALTH MANAGEMENT LLC

BRAINVEST WEALTH MANAGEMENT LLC, formally registered with the SEC as BRAINVEST WEALTH MANAGEMENT LLC. The firm was established in 04/11/2019. They have over 1 offices throughout the country.

BRAINVEST WEALTH MANAGEMENT LLC is a Miami, Florida based Financial Planning firm with nearly $1,284,482,517 assets under management, offering retirement planning & investment advisory services to 95 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#289743
SEC#801-114988
Assets Managed by Firm$1,284,482,517
No. of Clients95
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total95$1,284,482,517
High net worth individuals93$1,283,108,803

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