BRAVE NEW WEALTH

BRAVE NEW WEALTH of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 336030). Regulatory assets under management: $33.3M.

Registration

• CRD: 336030
• SEC file number: 801-132706
• Type: Registered investment adviser
• Location: 30700 RUSSELL RANCH ROAD, WESTLAKE VILLAGE, CA, 91362
• Phone: 8052439474
• Latest filing: 2026-04-09
• Regulatory AUM: $33.3M
• Discretionary AUM: $33.3M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336030 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search