CRD: 296931
Bradley & Company Private Wealth Management, LLC
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- Custodian
- Fidelity/NFS · First Republic Bank · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2018
- Office Locations
- 2
Office Locations
About Bradley & Company Private Wealth Management, LLC
Bradley & Company Private Wealth Management, LLC is a boutique RIA with offices in Coral Gables, FL and Concord, CA. The firm provides wealth planning (financial, tax, estate/legacy, charitable and business-succession) plus portfolio construction, with a client focus that includes entrepreneurs. Portfolios are ETF-centric, complemented by public funds and U.S. government/municipal bonds, and the firm custodians with Fidelity/NFS and uses eMoney/Redtail.
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Investment Themes
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Owner & Executives
MICHAEL DILLINGHAM BRADLEY
Chief Compliance Officer, Managing Member
- CRD
- #4326170
- Ownership
- 75% or more
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Melissa Ann Tiscareno
Portfolio Manager
- CRD
- #7357609
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,984,529 | $869,980 |
| Non-Discretionary | $11,055,289 | $690,956 |
| Total | $252,039,818 | $860,204 |
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Separately Managed Accounts
Total SMA Asset: $252,039,818
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,721,953,885 | 27.2% |
| Public Funds | $1,576,347,491 | 24.9% |
| U.S. Government/Agency | $841,984,804 | 13.3% |
| Cash | $1,595,339,629 | 25.2% |
| Municipal Bonds | $595,087,005 | 9.4% |
| Total | $6,330,712,814 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE ELEMENT | RIDGE OAK | VDW997FBN | FQA | 4.39% | $5,081,290 |
| PATHWAY MATRIX FOCUS | EAGLE ATLAS | 2QPKLOB0V | WIG | 8.61% | $75,741,452 |
| NORTH ZENITH | PATHWAY FUSION | KZU0HVWY9 | YCFR | 11.84% | $3,374,469 |
| PEAK TIMBER QUANTUM | PATHWAY ELEMENT | 9W05HPKZI | YOI | 8.14% | $57,792,404 |
| INSIGHT VECTOR | NORTH RADIAL | GP29H5XI6 | IGMCJ | 1.64% | $35,332,682 |
| CREST NORTH RADIAL | FUSION BEACON | WML9Y1OVI | XDO | 4.69% | $30,167,124 |
| CAPITAL PIONEER | ZENITH ELEMENT | BTYJ0KE6B | MWBI | 0.73% | $113,927,529 |
| LEGACY VERTEX | VECTOR HORIZON | T86WH4K2E | MWNL | 8.61% | $34,680,373 |