Overview
Assets Under Management: $235 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 81
Average Client Assets: $3 million
Frequently Asked Questions
BRADLEY WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131808), BRADLEY WEALTH LLC is subject to fiduciary duty under federal law.
BRADLEY WEALTH LLC is headquartered in SCOTTSDALE, AZ.
BRADLEY WEALTH LLC serves 81 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, BRADLEY WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BRADLEY WEALTH LLC manages $235 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, BRADLEY WEALTH LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,140
Discretionary Accounts: 1,140
Regulatory Filings
CRD Number: 131808
Last Filing Date: 2025-01-29 00:00:00
Website: https://bradleywealth.com