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Brave NEW Wealth

Brave NEW Wealth. CRD 336030

Brave NEW Wealth logo

CRD: 336030

Brave NEW Wealth

Westlake Village, CA, 91362
8052439474
www.bravenewwealthwm.com
$33.3M Total AUM
$33.3M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Unison glacier
Established Date
05-05-2025
Office Locations
1

Office Locations

30700 Russell Ranch Road Suite 250 Westlake Village CA

About Brave NEW Wealth

Brave New Wealth, LLC is a boutique registered investment adviser providing portfolio management and values-aligned wealth planning, including guidance around equity compensation, impact investing, and coordinated implementation (account transfers and estate-planning coordination). The firm emphasizes a high-touch, selective client relationship and a crafted financial structure approach; client assets are custodied at Charles Schwab & Co.

Team overview

34 AVG AGE
$33.3M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Optima crest Foundation Value prime Foundation Bridge prime Catalyst frontier Optima zenith Pioneer eagle

Client Personas

Element Summit north

CRM

Bridge summit

Custodian

Pioneer matrix Summit legacy Oak

Investment Themes

Element radial Meridian prime Quantum Unison Wave value

Investment Vehicles

Frontier crest Atlas capital

Platform

Horizon wave

Services

Zenith unison Foundation legacy Wave radial Wave value Matrix pathway Matrix Fusion Atlas oak Pathway vital Element glacier

Technology

Bridge

Owner & Executives

BRIAN EDWARD CANNING

BRIAN EDWARD CANNING

Chief Compliance Officer, Chief Executive Officer

CRD
#5602008
Ownership
75% or more
(505) 397-5166
vertex.matrix@glaciercapital.com
in linkedin.com/in/delta-eagle

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Contacts

S

SARA L BLANDFORD

--

CRD
#6581824
(309) 379-7779
quantum.peak@harborcapital.com
in linkedin.com/in/prime-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $33,323,099 --
Non-Discretionary $0 --
Total $33,323,099 --

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Separately Managed Accounts

Total SMA Asset: $33,323,099

$33.3M Total SMA
Public Funds:
19.8%
Cash:
20.8%
Other:
9.4%
Equity - Exchange:
33.8%
Private Funds:
16.2%
Asset class Assets Assets %
Public Funds $1,043,301,522 19.8%
Cash $1,095,993,518 20.8%
Other $495,304,763 9.4%
Equity - Exchange $1,780,989,468 33.8%
Private Funds $853,610,337 16.2%
Total $5,269,199,608 100.0%

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