LP Profile

Brophy Wealth Management

Also known as brophy wealth

Wealth ManagerBedford, United StatesFounded 1995
$418M
Assets Under Management
Bedford
Headquarters
Investment Focus

About Brophy Wealth Management

Brophy Wealth Management is a wealth manager based in Bedford, US. Founded in 1995. Reported AUM: 418 USD millions.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$532.5M
Total Clients
1,205
Filing Date
May 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

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

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Brophy Wealth Management?

Brophy Wealth Management is a wealth manager based in Bedford, United States, managing approximately $418M in assets.

Where is Brophy Wealth Management headquartered?

Brophy Wealth Management is headquartered in Bedford, United States.

How much does Brophy Wealth Management manage?

Brophy Wealth Management manages approximately $418M in assets under management.

When was Brophy Wealth Management founded?

Brophy Wealth Management was founded in 1995.

How can I contact Brophy Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Brophy Wealth Management are available on LPbacked. Create a free account to access them.