W Bradley Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,903,650
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$2,903,650
About
W Bradley Wealth Management is a newly registered investment adviser that offers financial planning and investment management to individuals, high‑net‑worth individuals, corporations and other businesses, and may assist institutional clients with portfolio review and committee structure. As of this disclosure the firm reports no assets under management and operates with a single managing member.
The firm primarily follows a passive, asset‑class approach, constructing portfolios from index mutual funds and ETFs to manage correlation, risk and return, with ongoing monitoring and quarterly reviews and custodial account statements provided directly to clients. For financial planning it offers one‑time, ongoing subscription, or hourly billing, and for investment management it generally uses flat, negotiated fees rather than percentage‑of‑AUM or performance‑based compensation.
Distinctive features relative to peers include the firm's atypical fee practices for an investment manager—specifically offering hourly billing for planning and flat negotiated management fees in lieu of the more common AUM percentage model—and its stated policy of not accepting performance‑based fees. The brochure also documents operational details such as itemized invoices when fees are deducted, annual summaries of material changes, and the principal’s concurrent, limited‑time role managing inactive private funds tied to a digital health accelerator.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
General estate planning guidance
General retirement planning
General tax planning
Passive / index investing
Fee options
Investment management fees charged as a negotiated flat fee typically ranging from $4,000 to $40,000 annually, prorated and payable monthly or quarterly in advance; also one-time fixed financial planning fees from $1,000 to $20,000
Hourly rate of $600/hour for financial planning, negotiable at firm's discretion
Account minimum: No minimum asset requirement stated Minimum fee: Minimum annual fee of $1,000 for ongoing financial planning services Fee-only: Financial planning fees charged as (a) one-time fixed fees ranging from $1,000 to $20,000, (b) hourly fees at $600/hour (subject to possible reduction), or (c) annual fixed fees from $1,000 minimum to typically not exceeding $20,000
Main office location
W Bradley Wealth Management LLC
Oviedo FL, United States
Number of offices
1
Most active in
W Bradley Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Forms ADV
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