BRADLEY WEALTH LLC

16430 N. Scottsdale Road
Suite 230
Scottsdale, Arizona 85254
Tel: (619) 512-4100

About BRADLEY WEALTH LLC

BRADLEY WEALTH LLC, formally registered with the SEC as BRADLEY WEALTH LLC. The firm was established in 07/30/2021. They have over 1 offices throughout the country.

BRADLEY WEALTH LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $235,249,824 assets under management, offering retirement planning & investment advisory services to 1140 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131808
SEC#	801-121942
Assets Managed by Firm	$235,249,824
No. of Clients	1140
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ALTERNATIVE INVESTMENT ADVISEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	1140	$235,249,824
Individuals (other than high net worth individuals)	230	$58,404,473
High net worth individuals	58	$159,082,783
Pension and profit sharing plans	12	$11,996,104
Corporations or other businesses	11	$5,766,464

More Retirement Planning firms in Scottsdale, Arizona:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034	$57,786,360,253	69	121
GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253	$32,630,475,936	25	152
DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
BALBEC CAPITAL MANAGEMENT LP 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251	$6,370,551,613	20	105
SMEAD CAPITAL MANAGEMENT, INC. 2502 East Camelback Road, Suite 210 Phoenix, AZ, 85016	$6,072,332,268	87	17

Explore More Retirement Advisors in Scottsdale, Arizona

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.