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Building 2BRAINVEST WEALTH MANAGEMENT LLC

Map pinMIAMI, FL
Phone305-224-8834
NotebookSEC #801-114988
Total AUM
$690.9M
Employees
8
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 BRICKELL AVE.
SUITE 1750
MIAMI
FL 33131
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
305-224-8834

ReceiptFinancials

Total AUM
$690.9M
Accounts
175
Discretionary
$589.4M
Accounts
166
Non-Discretionary
$101.5M
Accounts
9

ContactClients

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HNW Individual Clients
101
AUM
$291.4M
Corporation or Business Clients
74
AUM
$399.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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