BRAINVEST WEALTH MANAGEMENT LLC
SEC RegisteredGuided by Trust, Driven by Excellence.
About the firm
Brainvest is a global independent multi-family office with over 22 years of experience, managing approximately US$6 billion in assets across 3 countries and serving more than 650 families worldwide.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private Wealth Management, Investment Advisory, Financial Planning, Wealth Strategy, Liquidity Planning, Exit Planning, Pre-Transaction Planning, Private Investment Opportunities, Fiduciary Services, Family Governance & Education, Asset Consolidation Services, and Next Generational Planning.
Who they serve
Families (650+ families served worldwide)
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 101 | $291M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| US $0 to US $999,999 | 1.50% |
| US $1,000,000 to US $4,999,999 | 1.00% |
| US $5,000,000 to US $9,999,999 | 0.85% |
| US $10,000,000 to US $19,999,999 | 0.65% |
| US $20,000,000 and above | 0.50% |
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRAINVEST WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.