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| Brady Family Wealth LLC
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| CRD # | 315635 |
| SEC # | 801-122035 |
| CIK # | 0001971456 |
| AUM | 312.7 M (2026-03-04) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001971456 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.2 | ||
| Alphabet Inc | 20.8 | ||
| Broadcom Inc | 15.6 | ||
| Microsoft Corp | 15.0 | ||
| Cisco Systems Inc | 10.0 | ||
| Analog Devices Inc | 8.8 | ||
| Lowes Companies Inc | 8.6 | ||
| Texas Instruments Inc | 8.2 | ||
| Visa Inc | 8.0 | ||
| BlackRock Inc | 7.7 | ||
| Stryker Corp | 7.3 | ||
| J P Morgan Chase & Co | 7.0 | ||
| Ace Ltd | 7.0 | ||
| Johnson & Johnson | 6.9 | ||
| Amazon Com Inc | 6.8 | ||
| Caterpillar Inc | 6.4 | ||
| Amgen Inc | 6.0 | ||
| Phillips 66 | 5.9 | ||
| Nvidia Corp | 5.7 | ||
| TJX Companies Inc /DE/ | 5.6 | ||
| Abbott Laboratories | 5.0 | ||
| General Dynamics Corp | 4.8 | ||
| Costco Wholesale Corp /NEW | 4.8 | ||
| Illinois Tool Works Inc | 4.6 | ||
| Facebook Inc | 4.4 | ||
| Amphenol Corp /DE/ | 4.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 28.3 |
| (b) Individuals (high net worth individuals) | 66 | 284.4 |
| (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 | 259 | 312.7 |
| By Discretionary | ||
| Discretionary | 250 | 259.8 |
| Non-Discretionary | 9 | 52.9 |
| Total | 259 | 312.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.7 | |
| Total | 259 | 312.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001971456] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trust Advisory Group Ltd
✚
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AL | 313.5 M |
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Carolina Wealth Advisors LLC
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SC | 313.4 M |
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Melone Private Wealth LLC
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MI | 313.2 M |
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FSR Wealth Management Ltd
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IL | 312.7 M |
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Columbia Advisory Partners LLC
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WA | 312.6 M |
|
Lagoda Investment Management LP
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NY | 312.6 M |
|
Financial Planning Solutions LLC
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MA | 312.4 M |
|
Topel & Distasi Wealth Management LLC
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|
CA | 312.1 M |
|
Monere Wealth Management Inc
✚
|
IL | 312.0 M |
|
Glass Wealth Management Co LLC
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TX | 311.9 M |