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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Hampshire
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROPHY, JAMES, STEPHENIPARTNER, CIONA
BROPHY, JAMES, STEPHENIPARTNER, CIONA
BROPHY, JAMES, STEPHENIPARTNER, CIONA
BROPHY, JAMES, STEPHENIPARTNER, CIONA
BROPHY, JAMES, STEPHENIPARTNER, CIONA
BROPHY, JAMES, STEPHENIPARTNER, CIONA
BROPHY, JAMES, STEPHENIPARTNER, CIONA
BROPHY, JAMES, STEPHENIPARTNER, CIONA
BROPHY, JAMES, STEPHENIPARTNER, CIONA
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
BROPHY, STEPHEN, ALBERTIOWNER & CHIEF COMPLIANCE OFFICERE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER, CEO, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER, CEO, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER, CEO, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER, CEO, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER, CEO, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER, CEO, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING PARTNER, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING PARTNER, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING PARTNER, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING PARTNER, CCOE Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CEO, CIOD Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CEO, CIOD Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CEO, CIOD Control
BROPHY, STEPHEN, ALBERTIMANAGING MEMBER & CEO, CIOD Control
BROPHY, JAMES, STEPHENIPARTNER, CIOC Control
DALTON, STEVEN, MIPARTNER, CCOC Control
DALTON, STEVEN, MIPARTNER, CCOC Control
DALTON, STEVEN, MIPARTNER, CCOC Control
DALTON, STEVEN, MIPARTNER, CCOC Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (14)

AZ CA CT FL LA MA ME NC NH NY OH PA TX VT

Address

40 SOUTH RIVER ROAD
BEDFORD PLACE UNIT 15
BEDFORD, NH 03110
United States
Phone: (603) 668-2303