W Bradley Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 333063
- Website
- wbradleywm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
W Bradley Wealth Management LLC is an independent, Florida-registered limited liability company that serves individual and family clients. The firm is owner-operated and focuses on financial planning and discretionary portfolio management for individuals and small businesses. It also produces periodic publications or newsletters for clients and prospects. Fee arrangements are primarily hourly or fixed-fee engagements. The firm does not position itself as a capital allocator, does not identify as an active ESG investor, and reports a single-state registration footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
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TAMPs used
Clients
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Client personas
Asset composition
- Exchange Traded Equities47%
- Cash & Cash Equivalents24%
- US Government Bonds22%
- Non-Exchange Traded Equities7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
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FINTRXLocation
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Location
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Headquartered in , null.
- Office locations