Brady Family Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Brady Family Wealth reports 108 clients. They include 66 high-net-worth individuals and 42 individual clients. Of its assets, 83.1% ($260M across 250 accounts) are managed with discretion; $52.9M across 9 accounts are not. A wrap fee program the firm both sponsors and manages holds $313M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 9% |
| High-net-worth individuals | 61% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $28.3M | 9.0% | $673K |
| High-net-worth individuals | 66 | $284M | 91.0% | $4.31M |
| Total | 108 | $313M | 100% | $2.9M |
- Clients
- 42
- Regulatory AUM
- $28.3M
- AUM share
- 9.0%
- Avg. per client
- $673K
- Clients
- 66
- Regulatory AUM
- $284M
- AUM share
- 91.0%
- Avg. per client
- $4.31M
Total
- Clients
- 108
- Regulatory AUM
- $313M
- AUM share
- 100%
- Avg. per client
- $2.9M
- 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
- 0
Brady Family Wealth charges 0.50%–1.25% a year for its Investment and Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Financial planning and consulting are billed hourly or at a fixed rate in advance, and generally do not exceed $10,000 annually.
Thomas Brady owns 50% to 75% of Brady Family Wealth. The leadership team of Brady Family Wealth includes Chief Compliance Officer Thomas Brady. It has 5 employees, 3 of them in advisory roles.
Leadership
- Thomas BradyManaging Member & Chief Compliance Officer
- Andrew BradyMember
- Michael BradyMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Andrew Stephen Brady
- Michael Patrick Brady
- Thomas Patrick Brady
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Brady Family Wealth, LLC
Thomas Brady
Control person · since June 2021
- Owns 10% to 25% of Brady Family Wealth, LLC
Andrew Brady
Control person · since June 2021
- Owns 10% to 25% of Brady Family Wealth, LLC
Michael Brady
Control person · since January 2024
Brady Family Wealth’s regulatory assets grew from $256M (March 2022) to $313M (March 2026); clients rose from 92 to 108 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $313M | 108 | 5 | 1 |
| July 2025 | $306M | 102 | 5 | 2 |
| February 2024 | $278M | 98 | 5 | 2 |
| March 2023 | $235M | 97 | 3 | 2 |
| March 2022 | $256M | 92 | 3 | 1 |
Besides its headquarters, Brady Family Wealth has 0 offices, with 1 listed address in Missouri.
Missouri · 1 listed address
- 1401 South Brentwood BLVD., Suite 880, Saint LouisHQ
Contact and registration details
- Legal name
- Brady Family Wealth, LLC
- Headquarters
- 1401 South Brentwood BLVD., Suite 880, Saint Louis, MO 63144
- Website
- bradyfamilywealth.com
- Phone
- 314-919-9151
- @87103214
- SEC file
- 801-122035
- Structure
- Missouri LLC
- Fiscal year end
- December
Brady Family Wealth uses Wells Fargo Clearing Services ($298M) as custodian for its separately managed accounts. Brady Family Wealth does not have custody of client assets.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $298M100%
At year end, Brady Family Wealth’s separately managed accounts were mostly in stocks (88%) and funds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $346M across 113 positions; the largest are Apple Inc. (8.1%), Alphabet Inc. (6.0%) and Broadcom Inc. (4.5%).
What the accounts hold
- Stocks88%
- Funds10%
- Cash2%
Reported 13F holdings
- $346M
- Reported 13F value
- 113
- Positions
- 37.7%
- In the 10 largest
- +8.1%
- Value vs. prior quarter
- Apple Inc.8.1%
- Alphabet Inc. · Cap Stk CL A6.0%
- Broadcom Inc.4.5%
- Microsoft Corp.4.3%
- Cisco Sys Inc.2.9%
- Analog Devices Inc.2.5%
- Lowes Cos Inc.2.5%
- Texas Instrs Inc.2.4%
- Visa Inc. · Com CL A2.3%
- Blackrock Inc.2.2%
Together, the ten largest are 37.7% of reported value.
How many clients does Brady Family Wealth have?
Brady Family Wealth has 108 clients and manages $313 million for them, as of March 2026. They include 66 high-net-worth individuals and 42 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Brady Family Wealth offer?
Brady Family Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Brady Family Wealth charge?
Brady Family Wealth charges 0.50%–1.25% a year for its Investment and Wealth Management Services. The fee is billed in advance and is negotiable.
Source: BRADY FAMILY WEALTH ADV PART 2A BROCHURE, filed 4 March 2026
Which custodians does Brady Family Wealth use?
Brady Family Wealth’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $298M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Brady Family Wealth have?
Brady Family Wealth has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Brady Family Wealth invest in?
At the end of its last fiscal year, Brady Family Wealth’s separately managed accounts held 88% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brady Family Wealth?
Brady Family Wealth’s direct owners are Thomas Brady (50% to 75%), Andrew Brady (10% to 25%) and Michael Brady (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Brady Family Wealth get paid?
Brady Family 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
Is Brady Family Wealth registered with the SEC?
Yes, Brady Family Wealth has been registered with the SEC as an investment adviser since 6 August 2021. Its CRD number is 315635 and its SEC file number is 801-122035.
Source: Form ADV Part 1A, Item 1, filed 4 March 2026; IAPD firm record
How do I contact Brady Family Wealth?
Brady Family Wealth’s main office is at 1401 South Brentwood BLVD., Suite 880, Saint Louis, MO 63144. Its phone number is 314-919-9151. Its website is bradyfamilywealth.com.