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Bradley Wealth LLC

Bradley Wealth LLC. CRD 131808

Bradley Wealth LLC logo

CRD: 131808

Bradley Wealth LLC

Scottsdale, AZ, 85254
4808008638
bradleywealth.com
$196.7M Total AUM
$196.7M Disc. AUM
-0.6% 3Y CAGR
5 Employees
204 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Altruist · Betterment · Pershing
Clients
Retail
Platforms
Matrix
Established Date
05-17-2006
Office Locations
1

Office Locations

16430 N. Scottsdale Road Suite 230 Scottsdale AZ

About Bradley Wealth LLC

Bradley Wealth LLC is a Scottsdale, AZ registered investment adviser delivering personalized financial planning and ongoing wealth management for individuals and families, including retirement, tax, estate and insurance planning. The firm builds portfolios using public funds and ETFs alongside alternative strategies (e.g., private funds/private credit, real estate) and serves business owners and entrepreneurs. The team is frequently cited in national finance media.

Team overview

41 AVG AGE
$39.3M AVG AUM / ADVISOR
$964.3K AVG AUM / CLIENT
6 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
20yrs Firm Age

Insights

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Accredited Investors

Legacy

Asset Classes

Fusion capital Bridge value Radial Matrix Timber Beacon atlas

Custodian

North element Radial signal Vertex wave Element matrix

Investment Themes

Summit Optima Meridian Matrix Vital

Investment Vehicles

Horizon wave

Platform

Focus Catalyst matrix Optima

Services

Pioneer atlas Fusion Prime Horizon zenith Focus optima Vector Beacon crest Wave Ridge

Technology

Summit vital

Owner & Executives

MICHAEL VERN BRADLEY

MICHAEL VERN BRADLEY

Chief Compliance Officer, Investment Advisor, Manager

CRD
#4605220
Ownership
75% or more
(500) 591-8353
element.vector@momentumcapital.com
in linkedin.com/in/pioneer-alpha

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Contacts

C

Charlie Larson

--

CRD
#7366157
(219) 518-1818
element.eagle@oakcapital.com
in linkedin.com/in/wave-zenith
A

ADRIAN CHRISTOPHER SCHULTZ

--

CRD
#5862565
(429) 677-5984
radial.wave@signalcapital.com
in linkedin.com/in/element-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-06-2022
12-13-2023
11-25-2024
03-28-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $196,723,672 $195,550
Non-Discretionary $0 --
Total $196,723,672 $195,550

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Separately Managed Accounts

Total SMA Asset: $196,723,672

$196.7M Total SMA
Public Funds:
15.8%
Equity - Exchange:
20.0%
Private Funds:
3.6%
Other:
10.6%
Derivatives:
10.4%
Cash:
4.4%
Corporate - Investment Grade:
20.5%
Other:
14.7%
Asset class Assets Assets %
Public Funds $784,085,609 15.8%
Equity - Exchange $992,513,429 20.0%
Private Funds $178,652,417 3.6%
Other $526,032,117 10.6%
Derivatives $516,106,983 10.4%
Cash $218,352,954 4.4%
Corporate - Investment Grade $1,017,326,265 20.5%
Other $729,497,372 14.7%
Total $4,962,567,146 100.0%

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