Bradley & Company Private Wealth Management, LLC
● SEC registered since 2018CRD 296931SEC# 801-113281
Reg. AUM
$252M
Employees
3
Accounts
293
Location
—
Bradley & Company Private Wealth Management, LLC assets under management
Bradley & Company Private Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2018. It reports $252 million in regulatory assets under management and employs 3 people.
Bradley & Company Private Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Dillingham Bradley Control | Managing Member, Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Bradley & Company Private Wealth Management, LLC manage?
Bradley & Company Private Wealth Management, LLC reports $252 million in regulatory assets under management on its Form ADV.
How many employees does Bradley & Company Private Wealth Management, LLC have?
Bradley & Company Private Wealth Management, LLC reports 3 employees.
Does Bradley & Company Private Wealth Management, LLC disclose fund performance?
Bradley & Company Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-655-5500 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$252M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$252Mregulatory AUM
Discretionary $241MNon-discretionary $11.1M