Asset manager · Miami, FL
Brainvest Wealth Management LLC
SEC-registered investment adviser · CRD 289743 · SEC 801-114988
At a glance
Brainvest Wealth Management LLC is an SEC-registered investment adviser based in Miami, Florida, with $691 million in regulatory assets under management as of its Form ADV filed April 27, 2026. Its largest client group by assets is corporations or other businesses, and it reports 101 individual clients. By Form ADV it is a asset manager, ranked 1,545th of 3,218 asset managers and 6,594th of 17,210 SEC-registered advisers by assets.
Main office 305-224-8834brainvest.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $691M
- Rank among asset managers
- #1,545 of 3,218
- Rank among all SEC RIAs
- #6,594 of 17,210
- Rank in Florida
- #349 of 1,090
- Individual clients
- 101
- High-net-worth clients
- 101
- Accounts
- 175
- Discretionary
- 85% of AUM
- Employees
- 8
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Catalina Rey De SaChief Compliance Officer
- Fernando GelmanManager
- Thais Gruenwald GasparManager
Custody and brokerage
Broker-dealer
Hybrid RIA
Brainvest Wealth Management LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 74 | $400M | 58% |
| High-net-worth individuals | 101 | $291M | 42% |
Private funds
Brainvest Wealth Management LLC reports 1 private funds with $1M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Brainvest Wealth Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗brainvest.com ↗
AtlasMembers
The full record on Brainvest Wealth Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 1,005 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Brainvest Wealth Management LLC manage?
Brainvest Wealth Management LLC reports $691 million in regulatory assets under management across 175 accounts, 85% of it on a discretionary basis, on its Form ADV filed April 27, 2026.
What kind of firm is Brainvest Wealth Management LLC?
Brainvest Wealth Management LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Brainvest Wealth Management LLC’s clients?
By assets, its largest client types are corporations or other businesses ($400 million, 74 clients); high-net-worth individuals ($291 million, 101 clients).
Does Brainvest Wealth Management LLC manage private funds?
Yes. It reports 1 private funds with $626,131 in gross assets, including hedge funds.
Does Brainvest Wealth Management LLC have any disciplinary history?
Brainvest Wealth Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Brainvest Wealth Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →