BRADLEY WEALTH LLC

Overview

Bradley Wealth LLC is an independent registered investment adviser that manages a concentrated book of individual and family clients while acting as a capital allocator to third‑party funds. The firm operates as a fee‑based adviser (percentage of AUM plus hourly and fixed‑fee arrangements) and provides financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and selection-of-other-advisers services. Bradley Wealth also operates as an insurance broker, which it integrates into client planning and implementation. Investment activity centers on pooled public vehicles for core portfolios, with meaningful allocations to outsourced alternative managers. The firm reports a fully discretionary mandate across its asset base, indicating that portfolio decisions for client accounts are generally made in‑house. Bradley Wealth does not position itself as an ESG‑active manager and is not designated a multi‑state adviser on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices