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Chief Compliance Officer · Brainvest Wealth Management LLC

Catalina Rey De Sa

CRD 5654516 · Named on Form ADV at 6 SEC-registered advisers

At a glance

Brainvest Wealth Management LLC, an SEC-registered asset manager based in Miami, FL with $691 million in regulatory assets, lists Catalina Rey De Sa on its Form ADV as Chief Compliance Officer. The SEC filings also name Catalina at 5 other registered advisers.

Firms and roles

  • Brainvest Wealth Management LLCChief Compliance OfficerAsset manager · Miami, FL · $691M in regulatory assets
  • Xendia Wealth LLCChief Compliance OfficerWealth manager · Miami, FL · $475M in regulatory assets
  • Ikalon Advisors LLCChief Compliance OfficerAsset manager · Miami, FL · $442M in regulatory assets
  • MON Capital Management LLCChief Compliance OfficerAsset manager · New York, NY · $95M in regulatory assets
  • ZestChief Compliance OfficerPrivate fund adviser · Miami, FL · $91M in regulatory assets
  • Mifel WealthChief Compliance OfficerAsset manager · Miami, FL · $0M in regulatory assets

AtlasMembers

Catalina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
6 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Catalina on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Catalina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.