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BRADY FAMILY WEALTH, LLC

1401 South Brentwood Blvd.
Suite 880
Saint Louis, Missouri 63144
Tel: (314) 919-9151

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About BRADY FAMILY WEALTH, LLC

BRADY FAMILY WEALTH, LLC, formally registered with the SEC as BRADY FAMILY WEALTH, LLC. The firm was established in 08/06/2021. They have over 2 offices throughout the country.

BRADY FAMILY WEALTH, LLC is a Saint Louis, Missouri based Financial Planning firm with nearly $235,357,091 assets under management, offering retirement planning & investment advisory services to 218 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#315635
SEC# 801-122035
Assets Managed by Firm $235,357,091
No. of Clients 218
No. of Advisors 3

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total218$235,357,091
Individuals (other than high net worth individuals)22$12,884,622
High net worth individuals73$208,196,172
Pension and profit sharing plans1$11,988,197
Charitable organizations1$2,288,100
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