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BRODIE WEALTH MANAGEMENT

BRODIE WEALTH MANAGEMENT LLC

CRD 337256

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2500 REGENCY PARKWAY, CARY, NC, 27518, United States

Phone

919-749-3908

Fax

919-651-4041

Registration

— (—)

Source

State registered

Total AUM

$379K

Discretionary AUM

$286K

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminarsERISA 3(21)/3(38) PLAN SVC, HELD-AWAY ACCT MGMT, ONGOING CONSULT, INSURANCE RECS, 3RD-PARTY MGRS, TAX/ESTATE COORD. W/ AFFILIATE

Client types

TypeClientsAUM
Individuals6$286K

All web addresses on file

Official SEC filing: View on IAPD