Bradley Wealth LLC
● SEC registered since 2021CRD 131808SEC# 801-121942Scottsdale, AZ
Reg. AUM
$196.7M
Employees
5
Accounts
1,006
Location
Scottsdale, AZ
Bradley Wealth LLC assets under management
Bradley Wealth LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2021. It reports $196.7 million in regulatory assets under management and employs 5 people.
Bradley Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Vern Bradley Control | Member/Manager/Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Bradley Wealth LLC manage?
Bradley Wealth LLC reports $196.7 million in regulatory assets under management on its Form ADV.
How many employees does Bradley Wealth LLC have?
Bradley Wealth LLC reports 5 employees.
Where is Bradley Wealth LLC located?
Bradley Wealth LLC is based in Scottsdale, AZ and has been SEC-registered since 2021.
Does Bradley Wealth LLC disclose fund performance?
Bradley Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254 |
| Phone | 480-800-8638 |
| Fax | 480-779-3692 |
| Office hours | 7:30 a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196.7M▼ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$196.7Mregulatory AUM
Discretionary $196.7M