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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-11-2016
- Office Locations
- 2
Office Locations
About Brilliant Advice, LLC
Brilliant Advice, LLC provides wealth management combining financial planning with discretionary portfolio management to simplify clients’ financial lives. The firm works with families and business owners navigating retirement and complex, multi-account situations, and offers second-opinion portfolio reviews and fee comparisons. Portfolios are ETF-heavy, and client assets are custodied with Charles Schwab and Fidelity.
Reported data analysis
What the numbers show
Between July 16, 2025 and June 25, 2026, reported AUM increased 178.6%, from $204.4M to $569.5M.
Across 5 reported observations, AUM increased 453.4% between June 29, 2022 and June 25, 2026, from $102.9M to $569.5M.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 2 advisory representatives and 144 clients, or 72 clients per representative. That equates to $4.0M in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on June 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CERN WILLIAM BASHER
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #4401337
- Ownership
- 50% but less than 75%
DANYA MALAK KARRAM
President, Principal
- CRD
- #6298891
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $568,190,226 | $1,027,469 |
| Non-Discretionary | $1,332,634 | $83,290 |
| Total | $569,522,860 | $1,000,919 |
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Separately Managed Accounts
SMA allocation detail is available
Brilliant Advice, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Brilliant Advice, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.