Adviser Profile
| As of Date | 11/12/2025 |
| Registration status | Registration Changed to BRAVE NEW WEALTH, LLC |
| ADV Location | WESTLAKE VILLAGE, CA, United States |
| Contact Info | 805 xxxxxxx |
| Websites |
| AUM* | 31,110,299 |
| of that, discretionary | 31,110,299 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 527,293 |
| % High Net Worth | 64.29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
31M
27M
22M
18M
13M
9M
4M
2025
Private Funds
No private funds