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BRADLEY WEALTH LLC

SCOTTSDALE, AZ · CRD 131808 · IAPD ↗ · 480-800-8638

$196.7MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — BRADLEY WEALTH LLC reported RAUM down 30% ($282.6M -> $196.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
60
April 2024 — BRADLEY WEALTH LLC reported RAUM up 27% ($185.7M -> $235.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.