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Brave New Wealth, LLC

CRD 336030SEC# 801-132706Westlake Village, CA
Export (members)
No longer SEC-registered. Brave New Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$31.1M
Employees
1
Accounts
59
Location
Westlake Village, CA

Brave New Wealth, LLC assets under management

Brave New Wealth, LLC operates as an SEC-registered investment adviser based in Westlake Village, CA. It reports $31.1 million in regulatory assets under management and employs 1 people.

Brave New Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brian Edward Canning ControlCeo & Chief Compliance Officer, Trustee Of Brian Canning Individual TrustOver 75%2025

Frequently asked questions

How much does Brave New Wealth, LLC manage?

Brave New Wealth, LLC reports $31.1 million in regulatory assets under management on its Form ADV.

How many employees does Brave New Wealth, LLC have?

Brave New Wealth, LLC reports 1 employees.

Where is Brave New Wealth, LLC located?

Brave New Wealth, LLC is based in Westlake Village, CA.

Does Brave New Wealth, LLC disclose fund performance?

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

Contact & registration

Address30700 Russell Ranch Road, Suite 250, Westlake Village, CA 91362
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Regulatory AUM

$31.1MNo change
Sep '25 — $31.1MOct '25 — $31.1MNov '25 — $31.1MDec '25 — $31.1MJan '26 — $31.1MFeb '26 — $31.1MMar '26 — $31.1MApr '26 — $31.1MMay '26 — $31.1MJun '26 — $31.1M
Sep '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$31.1Mregulatory AUM
Discretionary $31.1M