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Brady Family Wealth, LLC

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Client assets under management

$312,717,507

Clients

108

61% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

36

Low

Average account size

$2,895,532

About

Brady Family Wealth serves individuals (including high‑net‑worth clients), families, foundations, pension and profit‑sharing plans, trusts, estates, corporations and other business entities by providing investment and wealth management, financial planning and consulting, selection of independent managers, and both fiduciary and non‑fiduciary plan sponsor services. The firm operates on a fee‑only, percentage‑of‑assets model and generally requires a $1,000,000 minimum for investment management, with exceptions made at the firm’s discretion.

The firm offers both discretionary and non‑discretionary portfolio management and constructs tax‑aware, risk‑adjusted asset allocations that combine active and passive strategies across equities, fixed income, ETFs, mutual funds and, when appropriate, alternative or held‑away investments. Brady Family Wealth’s process includes an initial and ongoing assessment of cash flow, risk tolerance and time horizon, coordination with clients’ tax and other advisors, and services such as tax‑loss harvesting and retirement plan consulting.

An uncommon operational feature is that Brady Family Wealth sponsors a wrap fee program, offering a bundled advisory and trade‑execution option alongside its standard AUM‑based engagements. As of December 31, 2025 the firm reported approximately $259.8 million in discretionary assets and $52.9 million in non‑discretionary assets (about $312.7 million total), and it continues to provide employee benefit plan advisory services while operating as a family‑owned adviser.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed rate fees for financial planning and consulting services; no minimum fee; fees generally do not exceed $10,000 annually.

Percentage

0.50% to 1.25% per year (varies depending on size, complexity, and negotiated fees)

Project-based

Hourly billing for financial planning and consulting services; no minimum fee; fees generally do not exceed $10,000 annually.

Other

Account minimum: $1,000,000 Fee-only: Fees vary and are charged on a fee-only basis; financial planning and consulting fees billed hourly or fixed rate, generally not exceeding $10,000 annually.

Main office location

Brady Family Wealth, LLC

1401 South Brentwood Blvd., Suite 880

Saint Louis MO 63144, United States

Number of offices

1

Most active in

More info

Florida · Illinois · Missouri · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

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

Quick links

LinkedIn YouTube Website (314) 919-9151

Advisors at this firm

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user avatar

Thomas B

CFP®, CFA®, Series 63, Series 66

Saint Louis, MO

Brady Family Wealth, LLC

Thomas Brady is a CFP® and CFA® credentialed advisor with 24 years of industry experience. He is a principal at Brady Family Wealth, LLC, where he has worked since 2021, and he has also been associated with Wells Fargo Advisors LLC since 2009. Additionally, he serves as a co-trustee for children in an investment-related capacity. Brady Family Wealth serves a diverse client base including individuals, families, foundations, and business entities by providing investment and wealth management, financial planning, and fiduciary services. The firm employs a fee-only, percentage-of-assets model and utilizes both discretionary and non-discretionary portfolio management to deliver tax-aware, risk-adjusted asset allocations.

Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive
user avatar

Andrew B

CFA®, Series 66

Saint Louis, MO

Brady Family Wealth, LLC

Andrew Brady is a CFA® charterholder with nine years of industry experience. He is a principal at Brady Family Wealth, LLC in Saint Louis, MO, where he has worked since 2021. Prior to joining Brady Family Wealth, he was employed at Wells Fargo Clearing and Deloitte LLP. Brady Family Wealth serves individuals, families, foundations, pension and profit-sharing plans, trusts, estates, corporations, and other business entities by providing investment and wealth management, financial planning, and consulting services. The firm uses a fee-only, percentage-of-assets model and offers tax-aware, risk-adjusted portfolios that combine active and passive strategies across various asset classes.

Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive
user avatar

Michael B

CFP®, Series 63, Series 66

Saint Louis, MO

Brady Family Wealth, LLC

Michael Brady is a CFP® with 12 years of experience in financial advising, currently serving as an advisor at Brady Family Wealth, LLC. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves on a high school advancement committee involved in school promotion and fundraising. Brady Family Wealth, LLC provides investment and wealth management, financial planning, and consulting services to individuals, families, foundations, pension plans, and other entities. The firm offers both discretionary and non-discretionary portfolio management with a focus on tax-aware, risk-adjusted asset allocations and operates a wrap fee program alongside traditional asset-based models.

Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive
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