Overview
Assets Under Management: $101 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 37
Average Client Assets: $1.6 million
Frequently Asked Questions
BRAVE EAGLE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283307), BRAVE EAGLE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BRAVE EAGLE WEALTH MANAGEMENT is headquartered in NEW YORK, NY.
BRAVE EAGLE WEALTH MANAGEMENT serves 37 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, BRAVE EAGLE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
BRAVE EAGLE WEALTH MANAGEMENT manages $101 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, BRAVE EAGLE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.41%
Average Client Assets: $1.6 million
Total Client Accounts: 107
Discretionary Accounts: 107
Regulatory Filings
CRD Number: 283307
Filing ID: 2056509
Last Filing Date: 2026-03-06 18:33:37