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Brave Eagle Wealth Management, LLC

● SEC registered since 2022CRD 283307SEC# 801-123383New York, NY
Export (members)
Reg. AUM
$101M
Employees
2
Accounts
107
Location
New York, NY

Brave Eagle Wealth Management, LLC assets under management

Brave Eagle Wealth Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $101 million in regulatory assets under management and employs 2 people.

Brave Eagle Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Peter G Thomann ControlTax Director10-25%2021
Robert Ruggirello ControlManaging Director/Cio/Cco/Managing MemberOver 75%2026

Frequently asked questions

How much does Brave Eagle Wealth Management, LLC manage?

Brave Eagle Wealth Management, LLC reports $101 million in regulatory assets under management on its Form ADV.

How many employees does Brave Eagle Wealth Management, LLC have?

Brave Eagle Wealth Management, LLC reports 2 employees.

Where is Brave Eagle Wealth Management, LLC located?

Brave Eagle Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2022.

Does Brave Eagle Wealth Management, LLC disclose fund performance?

Brave Eagle Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address48 Wall Street, Suite 1100, New York, NY 10005
Phone212-918-4746
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$101M▲ 40%
Feb '25 — $72MMar '25 — $72MApr '25 — $72MMay '25 — $72MJun '25 — $72MJul '25 — $72MAug '25 — $72MSep '25 — $72MOct '25 — $72MNov '25 — $72MDec '25 — $72MJan '26 — $72MFeb '26 — $72MMar '26 — $101MApr '26 — $101MMay '26 — $101MJun '26 — $101M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$101Mregulatory AUM
Discretionary $101M