BRADLEY WEALTH LLC
  • BRADLEY WEALTH LLC
  • WEALTH ENHANCEMENT & PRESERVATION, LLC
  • BRADLEY WEALTH MANAGEMENT, LLC
  • BLEUM WEALTH

Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 07/30/2021
Other registrations (6)
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
Websites
AUM* 196,723,672 -16%
of that, discretionary 196,723,672 -16%
Number of Employees 5 25%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 195,550 -5%
% High Net Worth 25.49% 37%
SMA’s No
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
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

283M 242M 202M 161M 121M 81M 40M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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