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 management firm based in Bedford, founded in 1995. It reports about $418 million in assets under management. The firm helps individuals and families with financial questions around life transitions. Its stated client groups include people preparing for retirement, business owners planning for a sale or transition, empty nesters, young families, and people handling an inheritance. It builds financial strategies and action plans around each client's priorities.

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 →
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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?

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