BRODIE WEALTH MANAGEMENT

Overview

Brodie Wealth Management is a small, independent registered investment adviser operating as an LLC and focused on individuals and families. The firm combines financial planning and portfolio management for individual and small-business clients with complementary services from its insurance brokerage and accounting activities. Fee arrangements include percentage-of-assets, hourly charges and fixed fees, giving flexibility to serve both ongoing advisory relationships and project-based engagements. Investment activity centers on publicly traded equities and exchange-traded vehicles as the primary building blocks of client portfolios, with a clear preference for equity exposure. The firm is not an ESG-focused manager and does not act as a capital allocator running its own alternative funds; instead it uses third-party managers for non-public allocations. Educational seminars and workshops are part of its client outreach and service mix, reflecting a focus on client education alongside portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices