Bradley & Company Private Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 296931
- Registered since
- May 23, 2018
- Website
- bradleywealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.73%
- Individuals1.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bradley & Company Private Wealth Management, LLC is an independent, SEC-registered registered investment adviser formed in 2018 and organized as an LLC. The firm serves individual and family clients, positioning itself as a fee-based private wealth manager that combines portfolio management with financial planning. Its fees are charged by percentage of assets under management and supplemented by hourly and fixed-fee engagements. Advisory activity centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds17%
- US Government Bonds15%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Contacts
2 of 2
Michael Bradley
Managing PartnerCRD 4326170
Melissa Tiscareno
Wealth Management SpecialistCRD 7357609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$49.8M in ETFs
97%
$48.3M
0%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $14.1M | 43,998 | 28.34% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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