BROPHY WEALTH MANAGEMENT, LLC

40 South River Road
Bedford Place Unit 15
Bedford, New Hampshire 03110
Tel: (603) 668-2303

About BROPHY WEALTH MANAGEMENT, LLC

BROPHY WEALTH MANAGEMENT, LLC, formally registered with the SEC as BROPHY WEALTH MANAGEMENT, LLC. The firm was established in 12/17/2013. They have over 1 offices throughout the country.

BROPHY WEALTH MANAGEMENT, LLC is a Bedford, New Hampshire based Financial Planning firm with nearly $407,347,805 assets under management, offering retirement planning & investment advisory services to 119 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169894
SEC#	801-78964
Assets Managed by Firm	$407,347,805
No. of Clients	119
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	119	$407,347,805
Individuals (other than high net worth individuals)	296	$97,008,138
High net worth individuals	116	$300,409,720
Pension and profit sharing plans	6	$9,075,746
Charitable organizations	Fewer than 5 clients	$854,201

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