BRODIE WEALTH MANAGEMENT

BRODIE WEALTH MANAGEMENT of CARY, NC is an SEC-registered investment adviser (CRD 337256). Regulatory assets under management: $379K.

Registration

• CRD: 337256
• Type: Registered investment adviser
• Location: 2500 REGENCY PARKWAY, CARY, NC, 27518
• Phone: 919-749-3908
• Latest filing: 2026-01-02
• Regulatory AUM: $379K
• Discretionary AUM: $286K
• Non-discretionary AUM: $93K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337256 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search