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Brad W
CFA®
Oviedo, FL
W Bradley Wealth Management LLC
Brad Weinberg is a CFA® charterholder and the sole advisor at W Bradley Wealth Management LLC with one year of industry experience. Prior to founding his firm, he has been a partner at Blueprint Health, a digital health accelerator management company, since 2013. His role at Blueprint Health involves strategic advising and fund operations, although he dedicates less than one percent of his time to this activity. W Bradley Wealth Management offers financial planning and investment management services to individuals, high-net-worth clients, corporations, and institutional clients. The firm primarily employs a passive, asset-class investment approach using index mutual funds and ETFs and features atypical fee structures, including hourly billing for planning and flat negotiated management fees.
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