{
  "crd_number": 289743,
  "slug": "brainvest-wealth-management-llc-miami-fl-289743",
  "primary_business_name": "BRAINVEST WEALTH MANAGEMENT LLC",
  "legal_name": "BRAINVEST WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-04-11",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-04-27",
  "carried_forward": false,
  "raum_total": 690945172.0,
  "raum_discretionary": 589421214.0,
  "raum_non_discretionary": 101523958.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 291443963.0,
      "count": 101
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 399501209.0,
      "count": 74
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "FL",
    "TX"
  ],
  "websites": [
    "https://brainvest.com",
    "https://linkedin.com/company/brainvest?trk=similar-companies_org_title"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289743",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/brainvest-wealth-management-llc-miami-fl-289743",
  "display_name": "Brainvest Wealth Management LLC",
  "summary": "Brainvest Wealth Management LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.",
  "citation": "AdvisorCensus. Brainvest Wealth Management LLC (CRD 289743): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Brainvest Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Brainvest Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Brainvest Wealth Management LLC located?",
      "a": "Brainvest Wealth Management LLC's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Brainvest Wealth Management LLC registered with the SEC or a state?",
      "a": "Brainvest Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 289743."
    },
    {
      "q": "How much does Brainvest Wealth Management LLC manage?",
      "a": "Brainvest Wealth Management LLC reports $690,945,172 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (85% discretionary)."
    },
    {
      "q": "How have Brainvest Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Brainvest Wealth Management LLC: Regulatory assets under management: $360,156,092 in the October 2021 data and $690,945,172 in the October 2026 data, up 92%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Brainvest Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (101); corporations or other businesses not listed above (74)."
    },
    {
      "q": "Which custodians does Brainvest Wealth Management LLC use?",
      "a": "Brainvest Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup Global Markets Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Brainvest Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289743"
    },
    {
      "q": "Does Brainvest Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 27, 2026 says: \"Our suggested account minimum is $1,000,000 but this amount may be waived at the option of Brainvest.\""
    },
    {
      "q": "What changed in Brainvest Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 5. Regulatory assets under management went from $553,800,718 to $690,945,172 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 360156092.0,
      "total_employees": 4,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 769500000.0,
      "total_employees": 4,
      "filing_date": "2022-05-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1097425707.0,
      "total_employees": 5,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1117913823.0,
      "total_employees": 6,
      "filing_date": "2024-04-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 553800718.0,
      "total_employees": 5,
      "filing_date": "2025-04-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 690945172.0,
      "total_employees": 8,
      "filing_date": "2026-04-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 5.",
        "Regulatory assets under management went from $553,800,718 to $690,945,172 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our suggested account minimum is $1,000,000 but this amount may be waived at the option of Brainvest."
        ]
      }
    ],
    "quotes": [
      "Our suggested account minimum is $1,000,000 but this amount may be waived at the option of Brainvest."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Citigroup Global Markets Inc.",
      "name_as_filed": "CITIGROUP GLOBAL MARKETS INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/brainvest-wealth-management-llc-miami-fl-289743.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 291443963.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 74,
      "fewer_than_5": false,
      "raum": 399501209.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289743",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}