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Brave New Wealth, LLC

EST. AUM
$130,719,275

CONTACTS
1

CLIENT ACCOUNTS
114

Firm Details

Metro area Los Angeles
CRD Number 336030
Website bravenewwealthwm.com
Client types

Overview

Brave New Wealth is a boutique registered investment adviser based in Westlake Village, California. The firm was founded by Brian Canning, CFP®, AIFA®, with the mission to redefine wealth management by focusing on intentional, values-aligned financial planning. Emphasizing a human-centered approach, Brave New Wealth crafts personalized financial strategies that reflect clients' unique stories and aspirations. The firm offers a range of services, including impact investing, financial planning, tax strategy, investment management, estate planning, and cash flow planning. Their process is designed to adapt as clients' lives evolve, ensuring that financial structures remain aligned with their changing goals.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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