Dakota
Dakota
Book a Demo
Talk to an Expert

Bradley Wealth

EST. AUM
$282,586,441

CONTACTS
3

CLIENT ACCOUNTS
1,175

Firm Details

Metro area Phoenix
CRD Number 131808
Website bradleywealth.com
Client types

Overview

Bradley Wealth is a leading independent, boutique wealth management firm that offers a comprehensive suite of financial planning and investment management solutions. Michael Bradley founded the firm in 2003 with the goal of delivering highly personalized, proactive services built on trust, transparency, and accountability. Bradley Wealth maintains offices in Scottsdale, Arizona, and San Diego, California, and currently serves approximately 300 clients nationwide. Its mission is to inspire clients to achieve true wealth by empowering them to live their lives on purpose. The firm's process-driven, time-tested strategies are managed by its elite team of portfolio managers and investment analysts.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy