Jose A. Arias Trejo

BRAINVEST WEALTH MANAGEMENT

MIAMI, FL 33131

CRD#: 8047518

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Professional summary

Jose Antonio Arias Trejo is a registered financial advisor currently at BRAINVEST WEALTH MANAGEMENT LLC located in Miami, Florida.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jose has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Antonio Arias Trejo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 7, 2025 - Present

BRAINVEST WEALTH MANAGEMENT LLC

Office #1: 1221 Brickell Ave. Suite 1750, Miami, FL 33131

RIA

CRD#: 289743

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRAINVEST WEALTH MANAGEMENT LLC

CRD#: 289743 / SEC#: 801-114988

RIA

Registered Investment Advisory firm - (4/11/2019 Approved)

Florida

Registered Investment Advisory firm - (5/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BRAINVEST WEALTH MANAGEMENT LLC

CRD#: 289743 / SEC#: 801-114988

RIA

Registered Investment Advisory firm - (4/11/2019 Approved)

Florida

Registered Investment Advisory firm - (5/20/2019 Terminated)

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Contact information

Main Address

1221 Brickell Ave. Suite 1750, Miami, FL 33131

Mailing Address

1221 Brickell Ave. Suite 1750, Miami, FL 33131

Phone number

(305) 224-8834

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-BRAINVEST WEALTH MANAGEMENT LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 553,800,718

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jose A. Arias Trejo

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Antonio Arias Trejo's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRAINVEST WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

BRAINVEST WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

BRAINVEST WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRAINVEST WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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