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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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001861678 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Tesla Motors Inc | 2.9 | ||
| SPDR Gold Trust | 2.6 | ||
| iShares Comex Gold Trust | 2.3 | ||
| Walt Disney Co | 1.9 | ||
| Facebook Inc | 1.5 | ||
| Silicon Laboratories Inc | 1.4 | ||
| Palantir Technologies Inc | 1.2 | ||
| Fedex Corp | 0.9 | ||
| Starbucks Corp | 0.7 | ||
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| 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 |
|---|---|---|
|
Washburn Capital Management Inc
✚
|
FL | 253.6 M |
|
Transcend Advisor Group LLC
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WI | 253.2 M |
|
Corrado Advisors LLC
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NJ | 252.8 M |
|
Patrick M Sweeney & Associates Inc
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IL | 252.5 M |
|
Taylor Securities Services Inc
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PA | 252.5 M |
|
Waycross Investment Management Company
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WA | 252.4 M |
|
Graham Capital Wealth Management LLC
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DC | 251.2 M |
|
Team Financial Group LLC
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|
CA | 251.1 M |
|
Deane Retirement Strategies Inc
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LA | 250.7 M |
|
MWA Investments LLC
✚
|
VA | 250.4 M |