DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Brainvest Wealth Management LLC
Latest filing Apr 27, 2026
First filing on the tape Mar 12, 2019 · 24 filings
SEC status approved since Apr 11, 2019
RAUM
$691M
reported, Item 5.F
Discretionary
85%
of RAUM
Private clients
42%
$291M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$173M
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$691M as of Apr 27, 2026
Mar 27, 2020$291M then
HNW client RAUM$291M as of Apr 27, 2026
Mar 27, 2020$291M then
State-registered IARs (5.B.3)5 as of Apr 27, 2026
Mar 27, 20203 then
Employees (5.A)8 as of Apr 27, 2026
Mar 27, 20204 then
Private funds1 as of Apr 27, 2026
Mar 31, 202313 then
RAUM +25% over the last fiscal year-14% a year over threeIARs 2 to 5
Practice profile
derived from the filing of Apr 27, 2026; every figure names its basis
- RAUM per advisor
- $173MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $3.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 85%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +150%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +80%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, publicationsreportedItem 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$400M58%
- High-net-worth individuals$291M42%
- Individual clients
- 0reported
- HNW clients
- 101reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 175reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.42 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Thais Gruenwald Gaspar | Miami, Fl | Aug 13, 2019 | 10 y | 0 |
| Jose Antonio Arias TrejoChartered Financial Analyst | Miami, Fl | Mar 7, 2025 | 11 y | 0 |
| Gareth John Vaughan Evans | Miami, Fl | Jun 6, 2025 | 31 y | 1 |
| Felipe Shanklin De Azambuja | Miami, Fl | Mar 3, 2026 | 22 y | 1 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 25% of current headcount2 left over 36 months
Left, latest
- Yuri Iwenicki Manela to Itau International Securities Inc.Jun 29, 2026 · RIA to RIA
- Rodrigo Strickland Faro to Larch Capital Partners LLCJan 9, 2025 · Other
- Ronny Spiewak to Baluarte Capital USSep 15, 2023 · RIA to a state-registered adviser
Joined, latest
- Felipe Shanklin De Azambuja from Bsi Investment Advisors LLCMar 3, 2026 · Other
- Gareth John Vaughan Evans from Rose Capital Advisors, LLCJun 6, 2025 · RIA to RIA
- Ronny Spiewak from Efg Capital Advisors LLCOct 30, 2017 · Other
Private funds
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Philae Sub Fund US Real Estate Debt Opportunities | Hedge Fund | $61.0M | 79 | Mar 31, 2023 |
| Philae Sub Fund Qaja | Hedge Fund | $50.8M | 2 | May 2, 2022 |
| Private Credit Strategies Segregated Portfolio | Other Private Fund | $50.0M | 11 | Jan 10, 2023 |
| Philae Sub Fund Pearl | Hedge Fund | $49.0M | 1 | May 2, 2022 |
| Philae Sub Fund Mb Prime | Hedge Fund | $44.1M | 30 | May 2, 2022 |
| Philae Sub Fund US Real Estate Equity Opportunities | Hedge Fund | $32.8M | 40 | May 2, 2022 |
| Philae Sub Fund Peak Ventures III | Hedge Fund | $20.2M | 29 | May 2, 2022 |
| Philae Sub Fund Mb Sweetwood | Hedge Fund | $17.1M | 30 | May 2, 2022 |
| Heila Co-Investment Venture Fund I Segregated Portfolio | Venture Capital Fund | $12.4M | 28 | Jan 10, 2023 |
| Philae Sub Fund Venture Capital Strategies | Hedge Fund | $8.4M | 40 | May 2, 2022 |
| Legalist Dip Lending Strategies Segregated Portfolio | Other Private Fund | $6.2M | 9 | Jan 10, 2023 |
| Legacy Ventures Capital Strategies | Hedge Fund | $3.6M | 8 | Mar 22, 2024 |
| Digital Assets Strategies Segregated Portfolio | Other Private Fund | $1.5M | 5 | Jan 10, 2023 |
| Hedge Fund Strategies | Hedge Fund | $1.4M | 9 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Catalina Rey De Sa · Chief Compliance Officersince 12/2022 · owns less than 5%
Entity owners
- Brainvestor Inc · Memberdirect · owns 75% or more
- Mont Rose Ltd · Ownerindirect · owns 75% or more of Brainvestor Inc
Related persons
Schedule D 7.A
- Brainvest Consultoria Financeira Ltda.investment advisern
- Brainvest Wealth Management LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 4 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 97 to 175Apr 21, 2025 to Mar 30, 2026
- Advisory employees · 3 to 5Apr 21, 2025 to Mar 30, 2026
- BD registered reps · 0 to 1Apr 21, 2025 to Mar 30, 2026
- Corporate clients · 73 to 74Apr 21, 2025 to Mar 30, 2026
- HNW clients · 56 to 101Apr 21, 2025 to Mar 30, 2026
- Pooled vehicle clients · 2 to 0Apr 21, 2025 to Mar 30, 2026
- Employees · 5 to 8Apr 21, 2025 to Mar 30, 2026
- State-registered IARs · 2 to 5Apr 21, 2025 to Mar 30, 2026
- Discretionary RAUM · $457M to $589MApr 21, 2025 to Mar 30, 2026
- HNW RAUM · $163M to $291MApr 21, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $97.1M to $102MApr 21, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $626,131 to $0Apr 21, 2025 to Mar 30, 2026
- RAUM · $554M to $691MApr 21, 2025 to Mar 30, 2026
- Accounts · 95 to 97Jan 27, 2025 to Apr 21, 2025
- Advisory employees · 2 to 3Jan 27, 2025 to Apr 21, 2025
- Corporate clients · 0 to 73Jan 27, 2025 to Apr 21, 2025
- HNW clients · 93 to 56Jan 27, 2025 to Apr 21, 2025
- Financial planning clients · unset to Jan 27, 2025 to Apr 21, 2025
- Discretionary RAUM · $1.2B to $457MJan 27, 2025 to Apr 21, 2025
- HNW RAUM · $1.3B to $163MJan 27, 2025 to Apr 21, 2025
- Non-discretionary RAUM · $101M to $97.1MJan 27, 2025 to Apr 21, 2025
- Pooled vehicle RAUM · $1.4M to $626,131Jan 27, 2025 to Apr 21, 2025
- RAUM · $1.3B to $554MJan 27, 2025 to Apr 21, 2025
- Accounts · 94 to 95Apr 29, 2024 to Jan 27, 2025
- Advisory employees · 5 to 2Apr 29, 2024 to Jan 27, 2025
- Pooled vehicle clients · 1 to 2Apr 29, 2024 to Jan 27, 2025
- Employees · 6 to 5Apr 29, 2024 to Jan 27, 2025
- State-registered IARs · 3 to 2Apr 29, 2024 to Jan 27, 2025
- Discretionary RAUM · $1.1B to $1.2BApr 29, 2024 to Jan 27, 2025
- HNW RAUM · $1.1B to $1.3BApr 29, 2024 to Jan 27, 2025
- Non-discretionary RAUM · $13.6M to $101MApr 29, 2024 to Jan 27, 2025
- RAUM · $1.1B to $1.3BApr 29, 2024 to Jan 27, 2025
- Accounts · 101 to 94Mar 22, 2024 to Apr 29, 2024
- Pooled vehicle clients · 8 to 1Mar 22, 2024 to Apr 29, 2024
- Private funds · 8 to 1Mar 22, 2024 to Apr 29, 2024
- HNW RAUM · $923M to $1.1BMar 22, 2024 to Apr 29, 2024
- Pooled vehicle RAUM · $195M to $1.4MMar 22, 2024 to Apr 29, 2024
- Accounts · 84 to 101Dec 18, 2023 to Mar 22, 2024
- BD registered reps · 1 to 0Dec 18, 2023 to Mar 22, 2024
- HNW clients · 71 to 93Dec 18, 2023 to Mar 22, 2024
Signals
10 dated events
- Yuri Iwenicki Manela left Brainvest Wealth Management Llc for Itau International Securities Inc. (registered 2026-06-24)Jun 29, 2026 · Advisor changed firm · fact
- Brainvest Wealth Management Llc reported RAUM $553.8M, down 57% from $1.3B (2025-01-27 to 2025-04-21)Apr 21, 2025 · RAUM change · derived
- Rodrigo Strickland Faro left Brainvest Wealth Management Llc for Larch Capital Partners Llc (registered 2025-03-04)Jan 9, 2025 · Advisor changed firm · fact
- Ronny Spiewak left Brainvest Wealth Management Llc for Baluarte Capital Us (registered 2024-01-25)Sep 15, 2023 · Advisor changed firm · fact
- Brainvest Wealth Management Llc reported RAUM $1.1B, up 43% from $769.5M (2023-01-10 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Nmn Ronny Spiewak (Manager & Chief Compliance Officer) no longer on Schedule A of Brainvest Wealth Management Llc (listed 2022-05-02, absent 2023-01-10)Jan 10, 2023 · Control person left · inference
- Brainvest Wealth Management Llc reported RAUM $769.5M, up 47% from $523.0M (2022-04-04 to 2022-05-02)May 2, 2022 · RAUM change · derived
- Brainvest Wealth Management Llc reported RAUM $523.0M, up 45% from $360.2M (2021-03-25 to 2022-04-04)Apr 4, 2022 · RAUM change · derived
- Brainvest Wealth Management Llc reported RAUM $291.1M, up 136% from $123.4M (2019-11-18 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Brainvest Wealth Management Llc filed its initial SEC registration (Form ADV)Mar 12, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Brainvest Wealth Management LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Business email
- brclientdesk@brainvest.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- chclientdesk@brainvest.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- usclientdesk@brainvest.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 305-224-8834reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/brainvest?trk=similar-companies_org_titreportedpublic record, Form ADV, Sep 18, 2026
- Website
- brainvest.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-224-8834reportedpublic record, Form ADV, Apr 27, 2026
- Contact form
- brainvest.com/contact-brainvestreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- brainvest.com/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $173Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026