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Bank / Wealth / TrustRIA · CRD 283307SEC-Registered

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Brave Eagle Wealth Management

Brave Eagle Wealth Management was established in 2016 as a New York-based registered investment adviser. It supplies advisory services to individuals,...

Overview

Brave Eagle Wealth Management was established in 2016 as a New York-based registered investment adviser. It supplies advisory services to individuals, high-net-worth individuals, and small businesses. The firm provides investment advisory services that include financial planning and portfolio management. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. No recent operational events from the last 24 months are documented. Team size, additional offices, and adjacent vehicles remain undisclosed. The firm follows a conventional RIA structure with no identified succession arrangements or hybrid vehicles.

General information

Firm type

Bank / Wealth / Trust

Year founded

2016

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, United States

Frequently asked questions

Who runs investment decisions at Brave Eagle Wealth Management?

No named principals or CIO appear in public records.

Does Brave Eagle Wealth Management participate in fund commitments or only direct deals?

Public information does not specify fund commitments or direct deal activity.

What investment stages does Brave Eagle Wealth Management typically target?

No stage preferences are disclosed in available sources.

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