BROPHY WEALTH MANAGEMENT, LLC

BROPHY WEALTH MANAGEMENT, LLC of BEDFORD, NH is an SEC-registered investment adviser (CRD 169894). Regulatory assets under management: $532.5M.

Registration

• CRD: 169894
• SEC file number: 801-78964
• Type: Registered investment adviser
• Location: 40 SOUTH RIVER ROAD, BEDFORD PLACE UNIT 15, BEDFORD, NH, 03110
• Phone: (603) 668-2303
• Latest filing: 2026-05-20
• Regulatory AUM: $532.5M
• Discretionary AUM: $532.5M
• Clients: 11
• Accounts: 1,205

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169894 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search