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| Happy Holidays!! thanks for using AUM13F!! |
| Bradley Wealth LLC
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| CRD # | 131808 |
| SEC # | 801-121942 |
| CIK # | 0001861678 |
| AUM | $282.6 M (2025-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 619-512-4100 |
| Address | 16430 N Scottsdale Road Scottsdale, AZ 85254 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001861678 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| American Express Co | 11.8 | ||
| Microsoft Corp | 11.7 | ||
| Apple Inc | 11.6 | ||
| J P Morgan Chase & Co | 11.4 | ||
| Nvidia Corp | 10.9 | ||
| Costco Wholesale Corp /NEW | 10.9 | ||
| Amazon Com Inc | 10.4 | ||
| Wal Mart Stores Inc | 10.2 | ||
| Alphabet Inc | 9.8 | ||
| Tesla Motors Inc | 3.2 | ||
| Alphabet Inc | 2.5 | ||
| Facebook Inc | 2.0 | ||
| iShares Comex Gold Trust | 1.4 | ||
| SPDR Gold Trust | 1.1 | ||
| Starbucks Corp | 0.7 | ||
| Palantir Technologies Inc | 0.7 | ||
| Coca Cola Co | 0.6 | ||
| Fedex Corp | 0.6 | ||
| Delta Air Lines Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 67.5 |
| (b) Individuals (high net worth individuals) | 81 | 209.1 |
| (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 | 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 | 8 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,175 | 282.6 |
| By Discretionary | ||
| Discretionary | 1,175 | 282.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,175 | 282.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.6 | |
| Total | 1,175 | 282.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001861678] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith Brown & Groover Inc
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GA | 0.3 |
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Mid-American Wealth Advisory Group Inc
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MO | 0.3 |
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Wealth Analytics Partners LLC
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CA | 0.3 |
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Crescent Advisor Group Inc
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TX | 0.3 |
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ITS Asset Management LP
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CT | 0.3 |
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Hergenroeder Financial Advisors Inc
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MD | 0.3 |
|
Redwood Wealth Management Group LLC
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NJ | 0.3 |
|
Douglas Capital Management Inc
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FL | 0.3 |
|
Joel Adams and Associates Inc
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|
NC | 0.3 |
|
RMW Advisors LLC
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TX | 0.3 |