# Brave New Wealth

> Brave New Wealth is a state-registered investment advisory firm in Westlake Village, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 336030
- Filed as: BRAVE NEW WEALTH
- Legal name: Brave New Wealth, LLC
- Also doing business as: BRAVE NEW WEALTH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336030
- AdvisorCensus page: https://advisorcensus.com/firm/brave-new-wealth-westlake-village-ca-336030

## Quick answers

**How is Brave New Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Brave New Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Brave New Wealth located?**
Brave New Wealth's principal office is in Westlake Village, CA, according to its Form ADV.

**Is Brave New Wealth registered with the SEC or a state?**
Brave New Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336030.

**How much does Brave New Wealth manage?**
Brave New Wealth reports $130,719,275 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Brave New Wealth's assets and staff changed since 2025?**
In the Form ADV data for Brave New Wealth: Regulatory assets under management: $0 in the October 2025 data and $130,719,275 in the October 2026 data. Total employees: 1 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brave New Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (4).

**Does Brave New Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336030

**What changed in Brave New Wealth's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $33,323,099 to $130,719,275 (+292%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $130,719,275
- Discretionary: $130,719,275
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,936,837 |
| High net worth individuals | 16 | $128,782,438 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bravenewwealthwm.com](https://bravenewwealthwm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | June 12, 2025 |
| October 2026 | $130,719,275 | 4 | September 22, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $130,719,275 in the October 2026 data.
Total employees: 1 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $33,323,099 to $130,719,275 (+292%).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brave New Wealth (CRD 336030): Form ADV filing data as of October 2026.