Brave New Wealth

Overview

Brave New Wealth is a state registered investment adviser based in Westlake Village, CA, registered since 2025. It reports $131M in assets under management across 114 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$131M

Discretionary

100%

Accounts

114

Average account

$1.1M

Employees

4

Advisory reps

2

Registered since

2025

Jurisdictions

3

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Brian Edward Canning Chief Executive Officer & Chief Compliance Officer, Trustee CRD 5602008

Advisory reps 2 of 2

• Sara L Blandford Investment Adviser Rep CRD 6581824
• Brian Edward Canning Investment Adviser Rep CRD 5602008

Location

Headquarters

30700 Russell Ranch Rd Ste 250
Westlake Village, CA 91362

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: bravenewwealthwm.com

Every state, with registration dates

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