A complete list of active advisors currently associated with Brainvest Wealth Management LLC

Warmer can help you find a great advisor at Brainvest Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Brainvest Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.