CRD: 283307
Brave Eagle Wealth Management
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-06-2021
- Office Locations
- 1
Office Locations
About Brave Eagle Wealth Management
Brave Eagle Wealth Management is a New York-based boutique RIA providing discretionary portfolio management alongside financial, tax, and estate planning and insurance guidance. The firm serves retail clients including entrepreneurs and retirees, using active asset allocation with a strong ETF emphasis complemented by U.S. government/agency fixed income. Primary custodian: Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT RUGGIRELLO
Chief Compliance Officer, Chief Investment Officer, MANAGING DIRECTOR, Managing Member
- CRD
- #2874041
- Ownership
- 75% or more
PETER G THOMANN
Investment Advisor Representative, Tax Director
- CRD
- #4932772
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,000,000 | $943,925 |
| Non-Discretionary | $0 | -- |
| Total | $101,000,000 | $943,925 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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