Brainvest Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$291,443,963
Clients
101
Advisors
4
of 8 employees
About
Brainvest primarily serves high‑net‑worth individuals along with 401(k) and pension plans, venture capital funds, and investors in pooled investment vehicles. The firm provides discretionary and non‑discretionary portfolio management, pension consulting, and acts as portfolio manager to both U.S. and non‑U.S. pooled investment vehicles, with a suggested account minimum of $1,000,000.
The firm documents client goals and constraints in an Investment Policy Statement and manages portfolios using a mix of methods — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — employing both long‑ and short‑term trading as appropriate. Brainvest conducts at least annual reviews, provides quarterly custodian reports, and implements client‑specific restrictions where practicable.
Notable distinctions include the use of performance‑based fee arrangements for some clients (a disclosed 15% performance fee with a high‑water‑mark mechanism, calculated semi‑annually) and the firm’s role as an adviser and sponsor to private and pooled funds. Brainvest’s organizational and affiliate structure — including a Delaware parent controlled by a Malta entity, an affiliate in Brazil that collaborates with Iteram Capital S.A., and a disclosed indirect economic interest in Stoneweg SA beginning December 2024 — supports its non‑U.S. pooled vehicle activity and is identified in the brochure as a source of potential conflicts the firm manages through policies and disclosures.
Client services
Expertise
Fee options
$0 - $999,999: 1.50% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.65% $20,000,000+: 0.50%
Some associated persons receive transaction-based commissions when acting as registered representatives of an unaffiliated broker-dealer
Performance fee of 15% of net positive returns, calculated semi-annually, with reduced management fee tiers starting at 0.60%, minimum annual fee of $6,000
Account minimum: $1,000,000 Minimum fee: Minimum management fee of $2,500 per quarter for portfolio management
Main office
Miami FL
Advisors at this office
4
Most active in
Delaware · Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jose A
CFA®
Miami, FL
Brainvest Wealth Management LLC
Jose Arias Trejo is a CFA® charterholder affiliated with Brainvest Wealth Management LLC in Miami, FL, with one year of industry experience. He has previously worked at Brainvest Wealth Management SA, the University of Geneva, and Casa de Bolsa Finamex. Brainvest Wealth Management primarily serves high-net-worth individuals and institutional clients such as pension plans and venture capital funds, providing portfolio management, pension consulting, and advisory services across a range of investment vehicles and strategies. The firm’s cross-border structure and involvement with affiliated operations and third-party funds distinguish its approach.
Gareth E
Series 63, Series 66
Miami, FL
Brainvest Wealth Management LLC
Gareth Evans is a financial advisor with Brainvest Wealth Management LLC in Miami, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Brainvest in 2025, he worked for Rose Capital Advisors, LLC for 11 years and has maintained a broker license with Saxony Securities, Inc. since 2014. He also serves as a board observer for Factor Bikes, a non-investment related business. Brainvest Wealth Management primarily serves high-net-worth individuals, 401(k) and pension plans, venture capital funds, and investors in pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and manages both U.S. and non-U.S. pooled funds using a variety of analytical methods and both long- and short-term trading strategies.
Thais G
Series 65
Miami, FL
Brainvest Wealth Management LLC
Thais Gruenwald Gaspar is a financial advisor at Brainvest Wealth Management LLC in Miami, FL, holding a Series 65 designation with seven years of industry experience. She has been with Brainvest and its affiliated entities since 2017, including Brainvest Assessoria Financeira. Brainvest Wealth Management primarily serves high-net-worth individuals, 401(k) and pension plans, venture capital funds, and pooled investment vehicle investors. The firm employs a variety of investment methods and offers both discretionary and non-discretionary portfolio management, conducting regular reviews and providing customized client reporting.
Felipe D
Series 65
Miami, FL
Brainvest Wealth Management LLC
Felipe De Azambuja is a financial advisor at Brainvest Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Fininvesta SA and Octogone Gestion SA, with additional experience at Edmond de Rothschild (Suisse) SA. Brainvest Wealth Management primarily serves high-net-worth individuals as well as 401(k) and pension plans, venture capital funds, and investors in pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and acts as portfolio manager for both U.S. and non-U.S. pooled vehicles, utilizing a range of investment methods including fundamental, quantitative, and technical analysis.
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