BRADLEY WEALTH LLC
CRD #131808 SEC #801-121942 SCOTTSDALE, AZ (619) 512-4100
SEC Registered
Total AUM
$282.6M
Discretionary
$282.6M
Employees
4
Clients
101
Accounts
1,175
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $282.6M | $282.6M | $0 | 4 | 0 |
| Jan 2025 | $235.2M | $235.2M | $0 | 4 | 0 |
| Nov 2024 | $235.2M | $235.2M | $0 | 4 | 0 |
| Mar 2024 | $235.2M | $235.2M | $0 | 4 | 0 |
| Dec 2023 | $185.7M | $185.7M | $0 | 4 | 144 |
| Mar 2023 | $185.7M | $185.7M | $0 | 4 | 144 |
| Jan 2023 | $200.6M | $200.6M | $0 | 5 | 133 |
| Dec 2022 | $200.6M | $200.6M | $0 | 5 | 133 |
| Sep 2022 | $200.6M | $200.6M | $0 | 5 | 133 |
| Aug 2022 | $200.6M | $200.6M | $0 | 5 | 133 |
| Mar 2022 | $200.6M | $200.6M | $0 | 5 | 133 |
| Aug 2021 | $137.8M | $137.8M | $0 | 8 | 107 |
| Jun 2021 | $137.8M | $137.8M | $0 | 8 | 107 |
| Oct 2012 | $39.2M | $39.2M | $0 | 1 | 200 |
| Oct 2012 | $39.2M | $39.2M | $0 | 1 | 200 |
| Aug 2012 | $39.2M | $39.2M | $0 | 1 | 200 |
| Jul 2012 | $39.2M | $39.2M | $0 | 1 | 200 |
| May 2012 | $39.2M | $39.2M | $0 | 1 | 200 |
| Mar 2012 | $39.2M | $39.2M | $0 | 1 | 200 |
| Mar 2011 | $39M | $39M | $0 | 5 | -- |
| Aug 2010 | $27.4M | $27.4M | $0 | 5 | -- |
| Jun 2010 | $27.4M | $27.4M | $0 | 5 | -- |
| Jun 2010 | $27.4M | $27.4M | $0 | 5 | -- |
| Apr 2010 | $27.4M | $27.4M | $0 | 5 | -- |
| Mar 2010 | $27.4M | $27.4M | $0 | 5 | -- |
| Apr 2009 | $29.5M | $0 | $29.5M | 5 | -- |
| Mar 2009 | $43M | $0 | $43M | 5 | -- |
| Feb 2009 | $43M | $0 | $43M | 5 | -- |
| Nov 2007 | $43M | $0 | $43M | 5 | -- |
| Oct 2007 | $43M | $0 | $43M | 5 | -- |
DateMar 2025
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$235.2M
Discretionary$235.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$235.2M
Discretionary$235.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$235.2M
Discretionary$235.2M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$185.7M
Discretionary$185.7M
Non-Disc.$0
Employees4
Clients144
DateMar 2023
Total AUM$185.7M
Discretionary$185.7M
Non-Disc.$0
Employees4
Clients144
DateJan 2023
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees5
Clients133
DateDec 2022
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees5
Clients133
DateSep 2022
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees5
Clients133
DateAug 2022
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees5
Clients133
DateMar 2022
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees5
Clients133
DateAug 2021
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees8
Clients107
DateJun 2021
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees8
Clients107
DateOct 2012
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees1
Clients200
DateOct 2012
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees1
Clients200
DateAug 2012
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees1
Clients200
DateJul 2012
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$29.5M
Discretionary$0
Non-Disc.$29.5M
Employees5
Clients--
DateMar 2009
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateFeb 2009
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateNov 2007
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateOct 2007
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--