W BRADLEY WEALTH MANAGEMENT LLC

W BRADLEY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 333063). Regulatory assets under management: $2.9M.

Registration

• CRD: 333063
• Type: Registered investment adviser
• Phone: 401-374-9646
• Latest filing: 2026-02-23
• Regulatory AUM: $2.9M
• Discretionary AUM: $2.9M
• Clients: 1
• Accounts: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333063 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search