1401 South Brentwood Blvd.
Suite 880
Saint Louis, Missouri 63144
Tel: (314) 919-9151
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.
SEC Current Status | Approved |
Firm CRD# | 315635 |
SEC# | 801-122035 |
Assets Managed by Firm | $235,357,091 |
No. of Clients | 218 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 218 | $235,357,091 |
Individuals (other than high net worth individuals) | 22 | $12,884,622 |
High net worth individuals | 73 | $208,196,172 |
Pension and profit sharing plans | 1 | $11,988,197 |
Charitable organizations | 1 | $2,288,100 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$593,126,816,828 | 4558331 | 28607 | |
WELLS FARGO CLEARING SERVICES, LLC One North Jefferson Avenue, Mail Code: H0004-063 St. Louis, MO, 63103-2205 | $524,940,620,141 | 1428999 | 20587 |
$277,313,111,722 | 216 | 383 | |
$215,298,863,331 | 464 | 213 | |
$149,003,820,688 | 12 | 173 |
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