# BRAVE NEW WEALTH

BRAVE NEW WEALTH is a Multi Family Office based in Westlake Village, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** bravenewwealth.com

## Regulatory record

- **CRD number:** 336030
- **SEC file number:** 801-132706
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336030

## About

Brave New Wealth is an intentionally boutique wealth advisory firm that designs tailored financial structures aligned with clients' values. It emphasizes a human-centered approach—starting with clients' goals, values, and stories rather than templates or sales quotas. The firm works with tech professionals on equity compensation, founders and executives on exit strategy, and values-driven families seeking alignment between wealth and what matters most.

## Sectors

- Impact Investing
- Real Estate
- Private Equity
- Digital Health

## People

- Catherine Zinn — Founder and CEO

## Questions

### Who runs investment decisions at BRAVE NEW WEALTH?

Catherine Zinn, founder and CEO, leads investment decisions at the firm. She established the firm in 2010 with a focus on impact-driven capital deployment.

### What investment stages does BRAVE NEW WEALTH typically target?

The firm focuses on direct investments across growth-stage private equity, real estate, and digital health. It also participates in fund commitments when aligned with its impact mandate.

## Related profiles

- [Bellingrath Wealth Management](https://altss.com/profile/bellingrath-wealth-management-llc)
- [Deep Blue Capital](https://altss.com/profile/deep-blue-capital)

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Last updated: 2026-08-11T15:06:20.694Z

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