Brophy Wealth Management, LLC
● SEC registered since 2013CRD 169894SEC# 801-78964Bedford, NH
Reg. AUM
$532.5M
Employees
11
Accounts
1,205
Location
Bedford, NH
Brophy Wealth Management, LLC assets under management
Brophy Wealth Management, LLC operates as an SEC-registered investment adviser based in Bedford, NH. The firm has been registered since 2013. It reports $532.5 million in regulatory assets under management and employs 11 people.
Brophy Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Stephen Brophy Control | Partner, Cio | 25-50% | 2018 |
| Stephen Albert Brophy Control | Managing Partner, Cco | Over 75% | 1994 |
Frequently asked questions
How much does Brophy Wealth Management, LLC manage?
Brophy Wealth Management, LLC reports $532.5 million in regulatory assets under management on its Form ADV.
How many employees does Brophy Wealth Management, LLC have?
Brophy Wealth Management, LLC reports 11 employees.
Where is Brophy Wealth Management, LLC located?
Brophy Wealth Management, LLC is based in Bedford, NH and has been SEC-registered since 2013.
Does Brophy Wealth Management, LLC disclose fund performance?
Brophy Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 South River Road, Bedford Place Unit 15, Bedford, NH 03110 |
| Phone | (603) 668-2303 |
| Fax | (603) 668-2352 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$532.5M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$532.5Mregulatory AUM
Discretionary $532.5M