W Bradley Wealth Management LLC

Overview

W Bradley Wealth Management LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses, and it also produces periodic written materials for clients. Fee arrangements are non-traditional for larger RIAs — the firm charges fixed fees and hourly fees rather than primarily using asset-based billing. The firm does not identify as an active ESG investor and is not set up as a multi-state advisor. The advisory footprint is compact and equity-focused. The firm lists a preference for equities and uses exchange-traded securities heavily in managed accounts. In addition to managing client portfolios, the firm has the structural ability to sponsor or act as a general partner or managing member of pooled investment vehicles, indicating capacity to run or offer private pooled products even if there is no broad evidence of significant third-party alternative manager allocations.

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Public Holdings

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Location & Offices