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Brophy Wealth Management, LLC

● SEC registered since 2013CRD 169894SEC# 801-78964Bedford, NH
Export (members)
Reg. AUM
$512.6M
Employees
8
Accounts
1,177
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 $512.6 million in regulatory assets under management and employs 8 people.
www.brophywealth.comView on SEC.gov ↗

Brophy Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Stephen Brophy ControlPartner, Cio25-50%2018
Stephen Albert Brophy ControlManaging Partner, CcoOver 75%1994

Frequently asked questions

How much does Brophy Wealth Management, LLC manage?

Brophy Wealth Management, LLC reports $512.6 million in regulatory assets under management on its Form ADV.

How many employees does Brophy Wealth Management, LLC have?

Brophy Wealth Management, LLC reports 8 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

Address40 South River Road, Bedford Place Unit 15, Bedford, NH 03110
Phone(603) 668-2303
Fax(603) 668-2352
Office hours8:30 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$512.6M
Non-discretionary$0
Total (RAUM)$512.6M