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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-13-2025
- Office Locations
- 1
Office Locations
About Brodie Wealth Management
Brodie Wealth Management LLC is an independent North Carolina RIA founded by David Brodie, CPA, blending tax and accounting expertise with holistic financial planning and investment management. The firm emphasizes tax-smart retirement and business-owner planning, building diversified, risk-based portfolios with ongoing reviews and access to alternative investment vehicles. Custody includes Interactive Brokers, and prospects can start via a short online questionnaire/3-step process.
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Custodian
Investment Themes
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Owner & Executives
DAVID BRODIE
President
- CRD
- #7979565
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,392 | -- |
| Non-Discretionary | $92,834 | -- |
| Total | $379,226 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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