Bradley Wealth LLC

Bradley Wealth LLC (CRD# 131808) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $235,249,824 in 1,140 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254
https://www.linkedin.com/in/jake-hall-101453127/
By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    1,140
    ACCOUNTS
  • Average Account Value
    $206,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MI, TX, UT, WA

Financial Advisors at Bradley Wealth LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael Bradley, financial advisor Scottsdale AZ
Michael V. Bradley
CRD#: 4605220
16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254

Michael Bradley (CRD# 4605220) is an Investment Advisor Representative working at Bradley Wealth LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.

2
Jacob Hall, financial advisor Scottsdale AZ
Jacob T. Hall
CRD#: 6778968
16430 N Scottsdale Road, Suite 230, Scottsdale, AZ 85254

Jacob Hall (CRD# 6778968) is an Investment Advisor Representative working at Bradley Wealth LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

3
Alexander Cohen, financial advisor Scottsdale AZ
Alexander M. Cohen
CRD#: 6692604
16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254

Alexander Cohen (CRD# 6692604) is an Investment Advisor Representative working at Bradley Wealth LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.

4
Amber Luedtke, financial advisor Scottsdale AZ
Amber L. Luedtke
CRD#: 7314381
16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254

Amber Luedtke (CRD# 7314381) is an Investment Advisor Representative working at Bradley Wealth LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

5
Brandon Scott, financial advisor Scottsdale AZ
Brandon M. Scott
CRD#: 6345696
16430 N. Scottsdale Road, Suite 230, Scottsdale, AZ 85254

Brandon Scott (CRD# 6345696) is an Investment Advisor Representative working at Bradley Wealth LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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