RIA Intelligence

BROPHY WEALTH MANAGEMENT, LLC

CRD #169894 SEC #801-78964 BEDFORD, NH (603) 668-2303
SEC Registered
Total AUM
$512.6M
Discretionary
$512.6M
Employees
8
Clients
10
Accounts
1,177

AUM Over Time

DateMar 2025
Total AUM$512.6M
Discretionary$512.6M
Non-Disc.$0
Employees8
Clients2
DateMar 2024
Total AUM$407.3M
Discretionary$407.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees8
Clients2
DateMar 2022
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees11
Clients1
DateMar 2021
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees11
Clients0
DateJan 2021
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees7
Clients11
DateMar 2018
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees9
Clients13
DateMar 2017
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$0
Employees8
Clients600
DateMar 2016
Total AUM$144.6M
Discretionary$144.6M
Non-Disc.$0
Employees8
Clients600
DateOct 2015
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees7
Clients600
DateMay 2015
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees6
Clients600
DateMar 2015
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees6
Clients600
DateMay 2014
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees6
Clients600
DateMar 2014
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees6
Clients600
DateDec 2013
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees6
Clients500
DateDec 2013
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees6
Clients500