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| Bradley Wealth LLC
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|---|---|
| CRD # | 131808 |
| SEC # | 801-121942 |
| CIK # | 0001861678 |
| AUM | $235.2 MM (2024-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 619-512-4100 |
| Address | 16430 N Scottsdale Road Scottsdale, AZ 85254 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.9 | |
| NVDA | 399,550.0 | 10.5 | |
| GOOG | 1,482,566.4 | 10.2 | |
| MSFT | 1,918,222.4 | 9.9 | |
| COST | 207,576.9 | 9.4 | |
| AMZN | 1,092,997.8 | 9.0 | |
| AXP | 107,077.6 | 9.0 | |
| JPM | 340,169.2 | 8.3 | |
| WMT | 335,434.5 | 7.5 | |
| TSLA | 723,390.3 | 5.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 58.4 |
| (b) Individuals (high net worth individuals) | 58 | 159.1 |
| (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 | 12 | 12.0 |
| (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 | 11 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,140 | 235.2 |
| By Discretionary | ||
| Discretionary | 1,140 | 235.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,140 | 235.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.2 | |
| Total | 1,140 | 235.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001861678] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Wealth Alliance LLC
✚
|
AZ | 0.2 |
|
Sanctuary Wealth Advisors LLC
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CO | 0.2 |
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Accordant Advisory Group Inc
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MD | 0.2 |
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Nautilus Advisors LLC
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CA | 0.2 |
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American Retirement Planning Group Inc
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NV | 0.2 |
|
Auspicious Financial Planning LLC
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CA | 0.2 |
|
Tandemgrowth Financial Advisors LLC
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GA | 0.2 |
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RP Boggs & Co
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SC | 0.2 |
|
Monere Wealth Management Inc
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IL | 0.2 |
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Global Wealth Management LLC
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NJ | 0.2 |