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| Happy Holidays!! thanks for using AUM13F!! |
| Brady Family Wealth LLC
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| CRD # | 315635 |
| SEC # | 801-122035 |
| CIK # | 0001971456 |
| AUM | $306.4 M (2025-07-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 314-919-9151 |
| Address | 1401 South Brentwood Blvd Saint Louis, MO 63144 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.2 | ||
| Microsoft Corp | 21.3 | ||
| Broadcom Inc | 12.0 | ||
| Alphabet Inc | 11.6 | ||
| Lowes Companies Inc | 9.1 | ||
| Stryker Corp | 8.9 | ||
| BlackRock Inc | 8.8 | ||
| VISA Inc | 8.5 | ||
| Abbott Laboratories | 7.7 | ||
| Amazon Com Inc | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 20.0 |
| (b) Individuals (high net worth individuals) | 69 | 271.8 |
| (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 | 14.6 |
| (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 | 243 | 306.4 |
| By Discretionary | ||
| Discretionary | 233 | 244.3 |
| Non-Discretionary | 10 | 62.1 |
| Total | 243 | 306.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.4 | |
| Total | 243 | 306.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001971456] |
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|---|---|---|
|
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TX | 0.3 |
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Everest Management Corp
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CA | 0.3 |
|
Buttonwood Wealth LLC
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VA | 0.3 |
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Kleinfelder Capital Inc
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OH | 0.3 |
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Scala Capital LLC
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|
Kondo Wealth Advisors Inc
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CA | 0.3 |
|
Cottonwood Capital Advisors LLC
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|
UT | 0.3 |
|
Lodestone Wealth Management LLC
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|
WA | 0.3 |
|
Ndure Global LLC
✚
|
0.3 | |
|
Northbridge Financial Group LLC
✚
|
FL | 0.3 |