Bradley Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Bradley Wealth reports 204 clients. They include 152 individual clients and 52 high-net-worth individuals. Of its assets, 100.0% ($197M across 1,006 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 24% |
| High-net-worth individuals | 25% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 152 | $47.5M | 24.1% | $312K |
| High-net-worth individuals | 52 | $149M | 75.9% | $2.87M |
| Total | 204 | $197M | 100% | $964K |
- Clients
- 152
- Regulatory AUM
- $47.5M
- AUM share
- 24.1%
- Avg. per client
- $312K
- Clients
- 52
- Regulatory AUM
- $149M
- AUM share
- 75.9%
- Avg. per client
- $2.87M
Total
- Clients
- 204
- Regulatory AUM
- $197M
- AUM share
- 100%
- Avg. per client
- $964K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Bradley Wealth charges 1.00%–1.95% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.95% |
| $250K–$500K | 1.80% |
| $500K–$1M | 1.60% |
| $1M–$2M | 1.30% |
| $2M and above | 1.00% |
Fee details and sources
Other fees
- Financial Planning and Consultation Services
- Financial planning is billed as a fixed annual fee generally from $2,500 to $10,000, or hourly at $150. Annual planning fees are negotiable; the hourly rate is not.
Michael Bradley owns 75% or more of Bradley Wealth. The leadership team of Bradley Wealth includes Chief Compliance Officer Michael Bradley. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 75% or more of Bradley Wealth LLC
Michael Bradley
Control person · since April 2003
Bradley Wealth’s regulatory assets went from $201M (March 2022) to $197M (March 2026); clients fell from 279 to 204 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $197M | 204 | 5 | 1 |
| Mar 2025March 2025 | $283M | 279 | 4 | 1 |
| Mar 2024March 2024 | $235M | 311 | 4 | 1 |
| Mar 2023March 2023 | $186M | 291 | 4 | 2 |
| Mar 2022March 2022 | $201M | 279 | 5 | 2 |
Besides its headquarters, Bradley Wealth has 0 offices, with 1 listed address in 1 state.
Arizona · 1 listed address
- 16430 N. Scottsdale Road, Suite 230, ScottsdaleHQ
Other business names
Bradley Wealth has reported 1 other business name to the SEC.
- Bleum Wealth
Contact and registration details
- Legal name
- Bradley Wealth LLC
- Headquarters
- 16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254
- Website
- bradleywealth.com
- Phone
- 480-800-8638
- @bradley-wealth-management-llc
- SEC file
- 801-121942
- Structure
- Arizona LLC
- Fiscal year end
- December
Bradley Wealth’s named custodians for separately managed accounts are Altruist ($137M, 67%), Pershing ($61.6M, 30%) and MTG ($4.72M, 2%). Bradley Wealth has custody of $197M for 1,007 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- AltruistAltruist Financial LLC · Dallas, TX · $137M67%
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $61.6M30%
- MTGMTG, LLC · New York, NY · $4.72M2%
At year end, Bradley Wealth’s separately managed accounts were mostly in funds (59%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds59%
- Registered funds45%
- Pooled vehicles14%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other12%
- Corporate notes8%
- Derivatives4%
How many clients does Bradley Wealth have?
Bradley Wealth has 204 clients and manages $197 million for them, as of March 2026. They include 152 individual clients and 52 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Bradley Wealth offer?
Bradley Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bradley Wealth charge?
Bradley Wealth charges 1.00%–1.95% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Bradley Wealth use?
Bradley Wealth’s separately managed account assets are held at Altruist Financial LLC (Dallas, TX), with $137M, Pershing Advisor Solutions LLC (Jersey City, NJ), with $61.6M and MTG, LLC (New York, NY), with $4.72M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Bradley Wealth have?
Bradley Wealth has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bradley Wealth invest in?
At the end of its last fiscal year, Bradley Wealth’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 14% pooled vehicles (private funds and similar), 8% other, 4% derivatives, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 8% other category is described as: Corporate Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bradley Wealth?
Bradley Wealth’s direct owner is Michael Bradley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Bradley Wealth get paid?
Bradley Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bradley Wealth?
Bradley Wealth’s main office is at 16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254. Its phone number is 480-800-8638. Its website is bradleywealth.com.