BROPHY WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- BEDFORD, New Hampshire
- CRD number
- 169894
- Registered since
- December 17, 2013
- Website
- www.brophywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.67%
- Individuals17.24%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brophy Wealth Management, LLC is an independent, owner-operated RIA formed as an LLC and SEC-registered in 2013. The firm serves individual and family clients and positions itself as a fee-for-service wealth manager and capital allocator that both directly manages portfolios and hires outside managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third-party advisers. Fee arrangements are mixed: percentage of AUM plus hourly and fixed-fee engagements. The firm is not identified 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 Equities51%
- Public Funds/Mutual Funds40%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Contacts
3 of 4STEPHEN BROPHY
Senior Wealth ManagerCRD 1490789
Luke Trotochaud
Director of Wealth ManagementCRD 6453156
Michael Guarini
Wealth ManagerCRD 6547807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$137M in ETFs
99%
$136M
1%
$957K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $22.4M | 69,532 | 16.37% |
Location
BEDFORD, NH
HILLSBOROUGH
Location
BEDFORD, NH
Headquartered in BEDFORD, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- HILLSBOROUGH
- Address
- 40 S River Rd
- Time zone
- ET (UTC-5)
- Office locations
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