This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · First Clearing · Wells Fargo
- Clients
- Retail
- Platforms
- PathwayOak +more
- Established Date
- 08-06-2021
- Office Locations
- 2
Office Locations
About Brady Family Wealth, LLC
Brady Family Wealth is a family-run RIA providing relationship-driven financial planning and portfolio management for families and entrepreneurs, including retirement, estate and tax planning, insurance, charitable giving, and business succession. Portfolios are predominantly ETF-based with a disciplined asset-allocation approach, and the firm custodies with Charles Schwab. They also publish a "Prepare with Care" guide for organizing planning with aging parents.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS PATRICK BRADY
Chief Compliance Officer, Managing Member
- CRD
- #1571308
- Ownership
- 50% but less than 75%
ANDREW STEPHEN BRADY
Analyst
- CRD
- #6102625
- Ownership
- 10% but less than 25%
Matrix vertex
Atlas insight
- CRD
- #31666
- Ownership
- 48.9%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,818,534 | $1,039,274 |
| Non-Discretionary | $52,898,973 | $5,877,664 |
| Total | $312,717,507 | $1,207,404 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $312,717,507
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,998,437,441 | 46.4% |
| Public Funds | $1,327,067,599 | 15.4% |
| Cash | $3,291,817,031 | 38.2% |
| Total | $8,617,322,071 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER CATALYST | INSIGHT NORTH | 3ADPB9O53 | TYA | 12.29% | $105,953,806 |
| FOUNDATION UNISON | QUANTUM VECTOR | 52FMPRLCS | MAYQO | 5.43% | $88,289,095 |
| VALUE VITAL ALPHA | BRIDGE RADIAL | PGLO7ZNLN | WJK | 3.02% | $117,336,073 |
| MERIDIAN BRIDGE | EAGLE DELTA | KG9T20964 | FEQPB | 0.77% | $79,444,780 |
| FOUNDATION BEACON MATRIX | OPTIMA OAK | I67NXWJWI | JJNQ | 11.09% | $10,797,511 |
| MERIDIAN PATHWAY | VECTOR CAPITAL | YZ8ANQVXH | NTE | 9.83% | $87,950,945 |
| PATHWAY VALUE BRIDGE | ALPHA CREST | W1D8OL1B9 | NTAK | 5.62% | $106,385,600 |
| ATLAS PIONEER | OAK DELTA | CJL8GOCJP | HAR | 9.08% | $61,618,743 |