BRADY FAMILY WEALTH, LLC

RIASEC RegisteredEst. 2021

Total AUM

$313M

Discretionary

$260M

83% of AUM

Avg account

$1.2M

Accounts

259

Employees

Advisory reps

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 315635
Registered since: August 6, 2021
Website: www.bradyfamilywealth.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.96%
Individuals9.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Brady Family Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individual and family clients and operates as a capital allocator, combining discretionary portfolio management with financial planning and project-based work billed on percentage of AUM, hourly, or fixed-fee bases. Advisory capabilities listed include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, and the selection of other advisers. Investment activity is equity‑heavy, with a stated preference for exchange‑traded equities as the dominant asset class. The firm also allocates to external alternative fund managers across several categories, using third‑party managers to gain access to private markets and specialty strategies. Brady Family Wealth, LLC does not identify as an active ESG investor.