Bradley Wealth Management, LLC

Bradley Wealth Management, LLC (CRD# 131808) is a financial advisory firm headquartered in San Diego, CA. They manage $61,069,658 in 1,062 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    1,062
    ACCOUNTS
  • Average Account Value
    $57,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, MI, TX, UT

Financial Advisors at Bradley Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christie Marquez
CRD#: 5649894
350 Tenth Avenue, Suite 1000, San Diego, CA 92101
93
Wealthminder
score

Christie Marquez (CRD# 5649894) is an Investment Advisor Representative working at Bradley Wealth Management, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

2
Ryan D. Tosto
CRD#: 6845881
350 Tenth Avenue, Suite 1000, San Diego, CA 92101
87
Wealthminder
score

Ryan Tosto (CRD# 6845881) is an Investment Advisor Representative working at Bradley Wealth Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.

3
Michael V. Bradley
CRD#: 4605220
350 Tenth Ave., Suite 1000, San Diego, CA 92101
38
Wealthminder
score

Michael Bradley (CRD# 4605220) is an Investment Advisor Representative working at Bradley Wealth Management, LLC in San Diego, CA and has over 15 years of experience in the finance industry.

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