Bradley & Company Private Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$252,039,818
Clients
59
85% high-net worth
Advisors
2
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
30
LowAverage account size
$4,271,861
About
Bradley & Company Private Wealth Management provides discretionary and non‑discretionary investment management, financial planning and advisory services to individuals — including high net worth clients — and small businesses. The firm works with a relatively small client base (59 clients) and offers ongoing portfolio oversight, goal setting and periodic monitoring.
The firm’s investment approach emphasizes customized asset allocation based on clients’ cash flows, tax situation, time horizon and risk tolerance, with a long‑term focus and a stated preference for leading companies. Portfolios are reviewed at least quarterly and, where appropriate, may include options, limited use of margin, participation in IPOs and, for qualified clients, alternative or private equity investments subject to due diligence.
Distinctive for its peer group, Bradley & Company manages roughly $252 million of client assets with a two‑advisor team, producing a notably high AUM per advisor and implying larger average account sizes than is typical for supported firms. The firm also relies on institutional custody and trading services and conducts third‑party manager due diligence when recommending pooled or alternative investments, while offering standalone financial planning engagements separate from investment management.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $1,500 to $50,000 for financial planning and advisory services
1% annually
$100 to $1,200 per hour
Fee-only: Hourly fees ranging from $100 to $1,200 per hour; Fixed fees ranging from $1,500 to $50,000
Main office location
Bradley & Company Private Wealth Management, LLC
Coral Gables FL, United States
Number of offices
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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