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BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

· CRD 296931 · IAPD ↗ · bradleyandco.com · 415-655-5500

$252.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 40% ($160.5M -> $224.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
February 2024 — BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 35% ($119.2M -> $160.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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