Brady Family Wealth, LLC
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
FINTRXOverview
Brady Family Wealth, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm is SEC-registered (initially registered in 2021) and serves primarily individual and family clients. Its service mix includes comprehensive financial planning, portfolio management for individuals, small businesses and institutional clients, pension consulting services, and the selection of third‑party advisers. Brady Family Wealth operates as a capital allocator and charges fees on a percentage‑of‑AUM basis while also offering hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$47.5M in ETFs
83%
$39.5M
17%
$8.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $9.3M | 114,119 | 19.49% |
Location
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 1401 S Brentwood Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Cornerstone Select Advisors, LLC
RIASaint Louis, MO
Cauble & Harre Wealth Management, Inc.
RIASaint Louis, MO
Broadview Management, LLC
RIASaint Louis, MO
Philip Vongontard, Cfa, LLC
RIASaint Louis, MO
Moelis Asset Catalyst Partners
RIASaint Louis, MO
Trinity Wealth Advisors LLC
RIASaint Louis, MO