BRADLEY WEALTH LLC
C45
CRD 131808·SEC 801-121942·SCOTTSDALE, AZ
AUM
$196.7M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$590K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $137.8M
'23 · $200.6M
'25 · $282.6M
'26 · $196.7M
'22'26
$137.8M → $196.7M▲ +43%
Operations
Advisory staff (5-yr trend)
'22 · 6 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 5 advisors
'22'26
6 advisors → 5 advisors▼ -17%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.