DFX Intelligence

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SEC-registered adviser

B•••• E•••• W••••• M•••••••••

Independent wealth managerNew York, New YorkCRD 283307SEC 801-123383website IAPD

Legal name B•••• E•••• W••••• M••••••••• L••

Latest filing Sep 9, 2026

First filing on the tape Feb 3, 2022 · 11 filings

SEC status approved since Mar 4, 2022

RAUM

$101M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$101M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$50.5M

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

11 filings and snapshots on the tape

RAUM$101M as of Mar 6, 2026

Feb 14, 2023$42.0M then

HNW client RAUM$60.0M as of Mar 6, 2026

Feb 14, 2023$17.0M then

State-registered IARs (5.B.3)2 as of Mar 6, 2026

Feb 14, 20232 then

Employees (5.A)2 as of Mar 6, 2026

Feb 14, 20232 then

Private funds: no history

RAUM +40% over the last fiscal year+34% a year over threeIARs 2 to 2

Practice profile

derived from the filing of Sep 9, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $50.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 54derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.6MderivedHNW RAUM over HNW clients
Average account: $943,925derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +40%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +7.0%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$60.0M59%
Individuals$41.0M41%

Individual clients: 70reported
HNW clients: 37reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 107reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived

Advisors registered through the firm

2 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
R••••• R•••••••••Chartered Financial Analyst	New York, Ny	Aug 6, 2021	24 y	0
P•••• G• T••••••Certified Financial Planner	New York, Ny	Sep 10, 2021	20 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

R••••••••• R••••• · Managing Director/Chief Compliance Officer/Managing Membercontrol
since 03/2016 · owns 75% or more
T••••••• P••••• G• · Tax Directorcontrol
since 10/2021 · owns 10% to 25%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
New York, Ny · principal	2	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 25 %Change between filings · filing Mar 6, 2026
RAUM (Item 5.F) moved from $72,000,000 to $101,000,000 (+40.0%) between the annual amendments of 2025-02-11 and 2026-03-06; the peer median change was +15.0% (4548 comparable advisers, 93.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (4,548) · 93% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Financial planning clients · 101-250 to 101-250
Mar 6, 2026 to Sep 9, 2026
Related adviser · false to unset
Mar 6, 2026 to Sep 9, 2026
Related bank · false to unset
Mar 6, 2026 to Sep 9, 2026
Related broker-dealer · false to unset
Mar 6, 2026 to Sep 9, 2026
Related insurance company · false to unset
Mar 6, 2026 to Sep 9, 2026
Succession · false to unset
Mar 6, 2026 to Sep 9, 2026
Accounts · 100 to 107
Feb 11, 2025 to Mar 6, 2026
HNW clients · 22 to 37
Feb 11, 2025 to Mar 6, 2026
Individual clients · 78 to 70
Feb 11, 2025 to Mar 6, 2026
Discretionary RAUM · $72.0M to $101M
Feb 11, 2025 to Mar 6, 2026
HNW RAUM · $35.0M to $60.0M
Feb 11, 2025 to Mar 6, 2026
Individual RAUM · $37.0M to $41.0M
Feb 11, 2025 to Mar 6, 2026
RAUM · $72.0M to $101M
Feb 11, 2025 to Mar 6, 2026
Accounts · 74 to 100
Nov 12, 2024 to Feb 11, 2025
HNW clients · 15 to 22
Nov 12, 2024 to Feb 11, 2025
Individual clients · 59 to 78
Nov 12, 2024 to Feb 11, 2025
Financial planning clients · 101-250 to 101-250
Nov 12, 2024 to Feb 11, 2025
Discretionary RAUM · $52.0M to $72.0M
Nov 12, 2024 to Feb 11, 2025
HNW RAUM · $23.0M to $35.0M
Nov 12, 2024 to Feb 11, 2025
Individual RAUM · $29.0M to $37.0M
Nov 12, 2024 to Feb 11, 2025
RAUM · $52.0M to $72.0M
Nov 12, 2024 to Feb 11, 2025
Accounts · 65 to 74
Feb 14, 2023 to Mar 14, 2024
HNW clients · 11 to 15
Feb 14, 2023 to Mar 14, 2024
Individual clients · 54 to 59
Feb 14, 2023 to Mar 14, 2024
Financial planning clients · 0 to 101-250
Feb 14, 2023 to Mar 14, 2024
Discretionary RAUM · $42.0M to $52.0M
Feb 14, 2023 to Mar 14, 2024
HNW RAUM · $17.0M to $23.0M
Feb 14, 2023 to Mar 14, 2024
Individual RAUM · $25.0M to $29.0M
Feb 14, 2023 to Mar 14, 2024
RAUM · $42.0M to $52.0M
Feb 14, 2023 to Mar 14, 2024
Accounts · 35 to 65
Nov 10, 2022 to Feb 14, 2023
HNW clients · 20 to 11
Nov 10, 2022 to Feb 14, 2023
Individual clients · 15 to 54
Nov 10, 2022 to Feb 14, 2023
Discretionary RAUM · $30.0M to $42.0M
Nov 10, 2022 to Feb 14, 2023
HNW RAUM · $8.0M to $17.0M
Nov 10, 2022 to Feb 14, 2023
Individual RAUM · $22.0M to $25.0M
Nov 10, 2022 to Feb 14, 2023
RAUM · $30.0M to $42.0M
Nov 10, 2022 to Feb 14, 2023

Signals

1 dated events

B•••• E•••• W••••• M••••••••• filed its initial SEC registration (Form ADV)
Feb 3, 2022 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 212-918-4760reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile: linkedin.com/company/brave-eagle-wealth-managementreportedpublic record, Form ADV, Sep 21, 2026
Website: B••••E••••WEALTH.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 212-918-4746reportedpublic record, Form ADV, Sep 9, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $50.5Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026