# Brainvest Wealth Management LLC

> 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.

- CRD: 289743
- Filed as: BRAINVEST WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289743
- AdvisorCensus page: https://advisorcensus.com/firm/brainvest-wealth-management-llc-miami-fl-289743

## Quick answers

**How is Brainvest Wealth Management LLC compensated?**
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.

**Where is Brainvest Wealth Management LLC located?**
Brainvest Wealth Management LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Brainvest Wealth Management LLC registered with the SEC or a state?**
Brainvest Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 289743.

**How much does Brainvest Wealth Management LLC manage?**
Brainvest Wealth Management LLC reports $690,945,172 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (85% discretionary).

**How have Brainvest Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Brainvest Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (101); corporations or other businesses not listed above (74).

**Which custodians does Brainvest Wealth Management LLC use?**
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.

**Does Brainvest Wealth Management LLC report any disciplinary disclosures?**
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

**Does Brainvest Wealth Management LLC state an account minimum?**
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."

**What changed in Brainvest Wealth Management LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our suggested account minimum is $1,000,000 but this amount may be waived at the option of Brainvest.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Citigroup Global Markets Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $690,945,172
- Discretionary: $589,421,214
- Non-discretionary: $101,523,958

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 101 | $291,443,963 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 74 | $399,501,209 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brainvest.com
- LinkedIn @brainvest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $360,156,092 | 4 | March 25, 2021 |
| October 2022 | $769,500,000 | 4 | May 2, 2022 |
| October 2023 | $1,097,425,707 | 5 | April 28, 2023 |
| October 2024 | $1,117,913,823 | 6 | April 29, 2024 |
| October 2025 | $553,800,718 | 5 | April 21, 2025 |
| October 2026 | $690,945,172 | 8 | April 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 5.
- Regulatory assets under management went from $553,800,718 to $690,945,172 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brainvest Wealth Management LLC (CRD 289743): Form ADV filing data as of October 2026.