SourcingSourcing

BRAINVEST WEALTH MANAGEMENT LLC

C31
CRD 289743·SEC 801-114988·MIAMI, FL
AUM
$690.9M
$500M-$1B
Est. Revenue
$6.9M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRAINVEST WEALTH MANAGEMENT LLC
CRD
289743
SEC file #
801-114988
EIN
—
DBA names
—

Economics

AUM
$690.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$123.4M → $690.9M▲ +460%
Client mix
Individuals High Net Worth101
Corporations74

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
brainvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRAINVESTOR INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BRAINVESTOR INC
Gelman, Fernando
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRAINVEST.COM
Rdap Domain Creation Date
2004-05-17T17:59:53Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Realtime Register B.V.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Pershing4
E*trade4
Bny Mellon2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-17T17:59:53Z
Rdap Domain Last Changed
2026-05-18T08:34:49Z
Rdap Nameservers
Ns1.geneva.hostingNs2.geneva.hosting
Rdap Secure Dns Enabled
No
Rdap Status
Active
Trust Company Affiliate
No

People (7)

7
Gruenwald Gaspar, Thais
IAR · Executive Officer · 2.5%
7163807
Gelman, Fernando
Executive Officer · 2.5%
8035342
REY DE SA, CATALINA
Executive Officer · 2.5%
5654516
Jose Antonio Arias Trejo
IAR
8047518
FELIPE SHANKLIN De AZAMBUJA
IAR
4337600
GARETH JOHN VAUGHAN EVANS
IAR
2535299
Yuri Iwenicki Manela
IAR
7814798