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| Brady Family Wealth LLC
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|---|---|
| CRD # | 315635 |
| SEC # | 801-122035 |
| CIK # | 0001971456 |
| AUM | $278.4 MM (2024-02-23) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 314-919-9151 |
| Address | 1401 South Brentwood Blvd Saint Louis, MO 63144 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 23.6 | |
| MSFT | 1,918,222.4 | 20.6 | |
| GOOGL | 1,475,138.5 | 12.3 | |
| LOW | 111,668.6 | 9.3 | |
| SYK | 74,798.9 | 7.8 | |
| ACN | 179,517.0 | 7.3 | |
| AVGO | 201,282.9 | 7.0 | |
| V | 419,260.5 | 6.7 | |
| PEP | 226,773.9 | 6.6 | |
| TXN | 142,156.2 | 6.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 17.2 |
| (b) Individuals (high net worth individuals) | 69 | 244.2 |
| (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 | 14.4 |
| (h) Charitable organizations | 0 | 2.6 |
| (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 | 237 | 278.4 |
| By Discretionary | ||
| Discretionary | 228 | 222.0 |
| Non-Discretionary | 9 | 56.3 |
| Total | 237 | 278.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.4 | |
| Total | 237 | 278.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001971456] |
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|---|---|---|
|
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MA | 0.3 |
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Insight Folios Inc
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Motive Wealth Advisors LLC
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The Retirement Planning Company of New England Inc
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Dovetail Wealth Management LLC
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TX | 0.3 |
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|
Ricketts Financial LLC
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KY | 0.3 |
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Monterey Wealth Partners LLC
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GA | 0.3 |
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Chapwood Capital Investment Management LLC
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TX | 0.3 |
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WFG Capital Advisors LLC
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AL | 0.3 |