Brophy Wealth Management, LLC

Brophy Wealth Management, LLC (CRD# 169894) is a financial advisory firm headquartered in Bedford, NH. They manage $407,347,805 in 119 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
40 South River Road, Bedford Place Unit 15, Bedford, NH 03110
https://www.brophywealth.com
By the Numbers
  • Total Assets Under Management
    407
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $3,423,091
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, LA, MA, ME, NC, NH, NY, PA, TX, VT

Financial Advisors at Brophy Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Brophy, financial advisor Bedford NH
James S. Brophy
CRD#: 5731000
40 South River Road, Bedford Place Unit 15, Bedford, NH 03110

James Brophy (CRD# 5731000) is an Investment Advisor Representative working at Brophy Wealth Management, LLC in Bedford, NH and has over 8 years of experience in the finance industry.

2
Stephen Brophy, financial advisor Bedford NH
Stephen A. Brophy
CRD#: 1490789
40 South River Road, Bedford Place Unit 15, Bedford, NH 03110

Stephen Brophy (CRD# 1490789) is an Investment Advisor Representative working at Brophy Wealth Management, LLC in Bedford, NH and has over 37 years of experience in the finance industry.

3
Brian Grodman, financial advisor Bedford NH
Brian R. Grodman
CRD#: 1549330
40 South River Road, Bedford Place Unit 15, Bedford, NH 03110

Brian Grodman (CRD# 1549330) is an Investment Advisor Representative working at Brophy Wealth Management, LLC in Bedford, NH and has over 37 years of experience in the finance industry.

4
Luke Trotochaud, financial advisor Bedford NH
Luke J. Trotochaud
CRD#: 6453156
40 South River Road, Bedford Place Unit 15, Bedford, NH 03110

Luke Trotochaud (CRD# 6453156) is an Investment Advisor Representative working at Brophy Wealth Management, LLC in Bedford, NH 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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