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, SEC-registered registered investment adviser that provides fee-based wealth management and planning to individual and family clients. The firm operates as a capital allocator and uses a mix of billing approaches — percentage of AUM, hourly charges and fixed fees — depending on client needs. Its stated advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor. Brady Family Wealth launched its SEC registration in 2021 and is organized as a limited liability company. It reports serving a concentrated client base of individuals and families and positions itself to both manage portfolios directly and allocate to third-party managers when appropriate.