BRADY FAMILY WEALTH, LLC

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

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 $278,355,497 assets under management, offering retirement planning & investment advisory services to 237 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315635
SEC#	801-122035
Assets Managed by Firm	$278,355,497
No. of Clients	237
No. of Advisors	5

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
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	237	$278,355,497
Individuals (other than high net worth individuals)	29	$17,177,815
High net worth individuals	69	$244,225,439
Pension and profit sharing plans	Fewer than 5 clients	$14,394,438
Charitable organizations	Fewer than 5 clients	$2,557,805

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