Brave New Wealth registers with the SEC (Westlake Village, CA)

New SEC-registered adviser · CRD 336030 · 801-137502 · effective 2026-10-19

Effective 2026-10-19. 4 employees (2 advisory), $131M regulatory AUM across 114 accounts. Notice-filed in CA, IA, NY, TX. Limited Liability Company (CA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance