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BRADLEY WEALTH LLC
CRD 131808 · SEC 801-121942
16430 N. SCOTTSDALE ROAD, SUITE 230, SCOTTSDALE, AZ, 85254, United States
Phone
480-800-8638
Fax
480-779-3692
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$196.7M
Discretionary AUM
$196.7M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersALTERNATIVE INVESTMENT ADVISEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $47.5M |
| High net worth individuals | 52 | $149.3M |
States served
AZ, CA, CO, MI, UT, WA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/jake-hall-101453127/
- https://www.facebook.com/jake.hall.399
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BRADLEY-WEALTH-MANAGEMENT-LLC/
- HTTPS://WWW.FACEBOOK.COM/BRADLEYWEALTH/
- HTTPS://TWITTER.COM/BRADLEYWEALTH
- HTTPS://WWW.INSTAGRAM.COM/BRADLEYWEALTH
- HTTPS://WWW.BRADLEYWEALTH.COM
- https://www.linkedin.com/in/brandonscott1/
- https://www.linkedin.com/in/alex-cohen-cfp%C2%AE-6320b2ba/
- https://www.linkedin.com/company/1295524/admin/
Official SEC filing: View on IAPD