Bradley Wealth Group, LLC

Overview

Bradley Wealth Group, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and delivers fee-based planning and portfolio management, with billing that combines a percentage-of-AUM schedule and fixed fees. Its advisory scope is focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not present itself as a capital allocator or an active ESG investor, and its filings indicate it is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives