Brophy Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bedford, NH. Its latest Form ADV filing, dated March 30, 2026, reports $533M in regulatory assets under management, 11 employees, and 1,205 accounts.
Assets Under Management
$533M
Employees
11
Offices
--
Total Clients
391
Primary office
BEDFORD, NH
40 SOUTH RIVER ROAD, BEDFORD PLACE UNIT 15, BEDFORD, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.1% of total clients.
Top client categories% of clientsClients
1
Individuals
62.1%
243
2
HNWI
37.9%
148
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$533Mas of March 30, 2026
Discretionary100.0%
$533M
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.
Total AUM$533M
Total Accounts1,205
10Y AUM Change+$368M (+224.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee36:1
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.