Bradley Wealth LLC

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Client assets under management

$196,723,672

Clients

204

25% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$964,332

About

Bradley Wealth serves individual and high‑net‑worth clients, providing discretionary investment management, comprehensive financial planning, retirement‑plan consulting, and access to third‑party and automated advisory platforms. The firm also conducts due diligence and recommends alternative investments and separately managed accounts or model portfolios when suitable.

The firm’s investment approach emphasizes personalized asset allocation, fundamental analysis, strategic diversification, and periodic rebalancing across equities, fixed income, ETFs, and alternatives, and it may incorporate third‑party managers or Betterment’s goal‑based digital platform. For employer‑sponsored retirement savings, Bradley Wealth uses an account‑aggregation tool (Pontera) to view and, where permissible, reallocate holdings, and it may authorize borrowing or margin in separately managed accounts when aligned with a client’s objectives.

What distinguishes Bradley Wealth from many peers is its combination of digital sub‑advisory arrangements (doing business as Bleum Wealth through Betterment), use of Pontera to access retirement plan assets, and an explicit practice of permitting borrowing in separately managed accounts — features that are relatively uncommon among similar firms. The firm also discloses that some investment adviser representatives are licensed insurance agents who may offer insurance products and receive separate compensation, a conflict of interest the firm acknowledges and manages.

Client services

Financial planning Portfolio management Selection of other advisers Alternative investment advisement

Expertise

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Wealth management

Fee options

Fixed

Financial planning fixed fees generally range from $2,500 to $10,000 annually

Percentage

$0 - $250,000: 1.95% $250,000 - $500,000: 1.80% $500,000 - $1,000,000: 1.60% $1,000,000 - $2,000,000: 1.30% $2,000,000+: 1.00%

Project-based

$150/hour for financial planning and consultation services

Other

Account minimum: $250,000

Main office location

Bradley Wealth LLC

16430 N. Scottsdale Road, Suite 230

Scottsdale AZ 85254, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Michigan · Texas · Utah · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 480-800-8638

Advisors at this firm

Charlie L

Series 66

Scottsdale, AZ

Bradley Wealth LLC

Charlie Larson is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding a Series 66 designation with approximately five years of industry experience. Prior to joining Bradley Wealth, he worked at J.P. Morgan Chase and Jpmorgan Securities LLC for three years and has held positions at several other firms. Bradley Wealth LLC provides wealth management, discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and financial education to a diverse client base including individuals, high-net-worth clients, pensions, corporations, trusts, and estates. The firm employs a fundamental analysis and strategic asset allocation approach, combining in-house management with recommended third-party asset managers and offering access to digital platforms such as Betterment and Pontera.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Wealth management

Michael B

Series 63, Series 66

Scottsdale, AZ

Bradley Wealth LLC

Michael Bradley is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Bradley Wealth Management, LLC since 2009. In addition to his advisory work, he is an independent insurance agent specializing in long-term care, life, and disability insurance planning. Bradley Wealth LLC provides wealth management, discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a combination of fundamental analysis, strategic asset allocation, and third-party manager oversight, and offers access to automated portfolios and alternative investments.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Wealth management

Adrian S

Series 63, Series 65, Series 66

Scottsdale, AZ

Bradley Wealth LLC

Adrian Schultz is a financial advisor with Bradley Wealth LLC in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 licenses. He works alongside one other advisor at the firm. Bradley Wealth serves individual and high-net-worth clients with discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm’s investment approach includes personalized asset allocation, fundamental analysis, and strategic diversification, incorporating both traditional and alternative investments as well as digital advisory platforms.

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Wealth management

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