Bradley Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 18, 2026, reports $197M in regulatory assets under management, 5 employees, and 1,006 accounts.
Assets Under Management
$197M
Employees
5
Offices
--
Total Clients
204
Primary office
SCOTTSDALE, AZ
16430 N. SCOTTSDALE ROAD, SUITE 230, SCOTTSDALE, AZ, United States
Top client segmentIndividuals represent 74.5% of total clients.
Top client categories% of clientsClients
1
Individuals
74.5%
152
2
HNWI
25.5%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of March 18, 2026
Discretionary100.0%
$197M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$197M
Total Accounts1,006
10Y AUM Change+$59M (+42.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
10Y Employee Change-3 (-37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.