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| Bradley & Company Private Wealth Management LLC
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|---|---|
| CRD # | 296931 |
| SEC # | 801-113281 |
| CIK # | 0001861678 |
| AUM | 252.0 M (2026-02-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 415-655-5500 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 14.9 | ||
| Apple Inc | 14.9 | ||
| Wal Mart Stores Inc | 12.5 | ||
| Costco Wholesale Corp /NEW | 11.7 | ||
| J P Morgan Chase & Co | 11.5 | ||
| American Express Co | 11.5 | ||
| Nvidia Corp | 10.9 | ||
| Amazon Com Inc | 10.4 | ||
| Microsoft Corp | 9.3 | ||
| Alphabet Inc | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 3.2 |
| (b) Individuals (high net worth individuals) | 50 | 248.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 252.0 |
| By Discretionary | ||
| Discretionary | 277 | 241.0 |
| Non-Discretionary | 16 | 11.1 |
| Total | 293 | 252.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.0 | |
| Total | 293 | 252.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001861678] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Taylor Securities Services Inc
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Graham Capital Wealth Management LLC
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DC | 251.2 M |
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Team Financial Group LLC
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Deane Retirement Strategies Inc
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LA | 250.7 M |
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MWA Investments LLC
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