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Bradley Wealth LLC

● SEC registered since 2021CRD 131808SEC# 801-121942Scottsdale, AZ
Export (members)
Reg. AUM
$282.6M
Employees
4
Accounts
1,175
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 $282.6 million in regulatory assets under management and employs 4 people.

Bradley Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Alexander M Cohen ControlMemberUnder 5%2023
Brandon Michael Scott ControlMemberUnder 5%2023
Michael Vern Bradley ControlMember/Manager/Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Bradley Wealth LLC manage?

Bradley Wealth LLC reports $282.6 million in regulatory assets under management on its Form ADV.

How many employees does Bradley Wealth LLC have?

Bradley Wealth LLC reports 4 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

Address16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254
Phone480-800-8638
Fax480-779-3692
Office hours7:30 a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$282.6M
Non-discretionary$0
Total (RAUM)$282.6M