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BRADLEY WEALTH LLC
CRD 131808File 801-121942
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$196.7M
Below cohort median (national)
Discretionary AUM
$196.7M
Clients
204
1,006 accounts
Employees
5
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 30, 2021
- Principal office
- 16430 N. SCOTTSDALE ROAD, SUITE 230, SCOTTSDALE, AZ, 85254
- Phone
- 480-800-8638
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $196.7M
- Discretionary AUM
- $196.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,006
- Non-discretionary accounts
- 0
- Total accounts
- 1,006
- AUM per client
- $964K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $149.3M |
| Individuals (other than high net worth individuals) | 152 | $47.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 279 | 204 | decreased by75 |
| Apr 1, 2026 | AUM | $282,586,441 | $196,723,672 | decreased by$85,862,769 |
| Apr 1, 2026 | Accounts | 1,175 | 1,006 | decreased by169 |
| Mar 1, 2026 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $200,572,763 | $282,586,441 | increased by$82,013,678 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 857 | 1,175 | increased by318 |
| Apr 1, 2022 | Employees | 8 | 5 | decreased by3 |
| Apr 1, 2022 | Clients | 235 | 279 | increased by44 |
| Apr 1, 2022 | AUM | $137,762,248 | $200,572,763 | increased by$62,810,515 |
| Apr 1, 2022 | Accounts | 951 | 857 | decreased by94 |
| Sep 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRADLEY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRADLEY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.