BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC
  • BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 05/23/2018
Contact Info 415 xxxxxxx
Websites
AUM* 252,039,818 12%
of that, discretionary 240,984,529 57%
Number of Employees 3 50%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 860,204 74%
% High Net Worth 84.75% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

241M 207M 172M 138M 103M 69M 34M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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