LP Profile

Bradley Wealth Management

Also known as bradley wealth

Wealth ManagerScottsdale, United StatesFounded 2002
$201M
Assets Under Management
Scottsdale
Headquarters
Investment Focus

About Bradley Wealth Management

Bradley Wealth Management is a wealth and financial planning firm based in Scottsdale, Arizona, founded in 2002, with about $201 million in assets under management. It states that it has more than 20 years of experience. Its services include financial planning, tax planning, alternative investments, retirement planning and estate planning. The firm describes a personalized, client-first approach that integrates investments, taxes, retirement and legacy planning around each client's goals and values.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bradley Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$196.7M
Total Clients
1,006
Filing Date
March 18, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bradley Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bradley Wealth Management?

Bradley Wealth Management is a wealth manager based in Scottsdale, United States, managing approximately $201M in assets.

Where is Bradley Wealth Management headquartered?

Bradley Wealth Management is headquartered in Scottsdale, United States.

How much does Bradley Wealth Management manage?

Bradley Wealth Management manages approximately $201M in assets under management.

When was Bradley Wealth Management founded?

Bradley Wealth Management was founded in 2002.

How can I contact Bradley Wealth Management?

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