# BRODIE WEALTH MANAGEMENT

BRODIE WEALTH MANAGEMENT of CARY, NC is an SEC-registered investment adviser.

## Registration

- CRD: 337256
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337256/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337256/similar
- Related entities: https://search.stillhousedata.com/firm/337256/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337256

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.