SEC Form ADV

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

Firm profile: Bradley & Company Private Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser

$252.0M

Assets Under Management

293

Total Clients

Employees

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Registration Details

Accession: CRD-296931
Filing Date: February 27, 2026
AUM: $252.0M
Total Clients: 293
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC is a registered investment adviser, managing approximately $252.0M in assets across 293 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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