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Building 2BRADLEY WEALTH MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone(619) 512-4100
NotebookSEC #801-68519
Total AUM
$39.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 TENTH AVE.
SUITE 820
SAN DIEGO
CA 92101
United States
Operating Hours
7:30 AM - 5:00PM
Monday - Friday
Phone
(619) 512-4100

ReceiptFinancials

Total AUM
$39.2M
Accounts
1,200
Discretionary
$39.2M
Accounts
1,200
Non-Discretionary
$0
Accounts
0

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCATX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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