Brady Family Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated March 4, 2026, reports $313M in regulatory assets under management, 5 employees, and 259 accounts.
Assets Under Management
$313M
Employees
5
Offices
--
Total Clients
108
Primary office
SAINT LOUIS, MO
1401 SOUTH BRENTWOOD BLVD., SUITE 880, SAINT LOUIS, MO, United States
Top client segmentHNWI represent 61.1% of total clients.
Top client categories% of clientsClients
1
HNWI
61.1%
66
2
Individuals
38.9%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$313Mas of March 4, 2026
Discretionary83.1%
$260M
83% of total RAUM83.1%
Non-discretionary16.9%
$53M
17% of total RAUM16.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$313M
Total Accounts259
10Y AUM Change+$313M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee22:1
10Y Employee Change+2 (+66.7%)
* 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.