SourcingSourcing

BRADY FAMILY WEALTH, LLC

C36
CRD 315635·SEC 801-122035·SAINT LOUIS, MO
AUM
$312.7M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$938K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRADY FAMILY WEALTH, LLC
CRD
315635
SEC file #
801-122035
EIN
872225754
DBA names
—

Economics

AUM
$312.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$240.4M → $312.7M▲ +30%
Client mix
Individuals High Net Worth66
Individuals Other42

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
SAINT LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
youtube.com/@bradyfamilywealth

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRADY, THOMAS, PATRICK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BRADY, THOMAS, PATRICK
BRADY, ANDREW, STEPHEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bradyfamily.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001971456
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-04-10
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001725547-26-000124

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
1401 SOUTH BRENTWOOD BLVD.SUITE 880SAINT LOUIS, MO 63144
Business
1401 SOUTH BRENTWOOD BLVD.SUITE 880SAINT LOUIS, MO 63144
Edgar EIN
872225754
Edgar Recent Filings
13F-HR2026-04-08 · 0001725547-26-000124
13F-HR2026-01-07 · 0001725547-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1571308
Trust Company Affiliate
No

People (3)

3
BRADY, THOMAS, PATRICK
IAR · Direct Owner · 62.5%
1571308
BRADY, ANDREW, STEPHEN
IAR · Direct Owner · 17.5%
6102625
BRADY, MICHAEL, PATRICK
IAR · Direct Owner · 17.5%
5811931