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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRADLEY WEALTH LLC

CRD 131808

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:537b113a-97ea-8978-44ee-b3db67633278

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 10
On other graphs: 2
Observed: Mar 29, 2012 to Mar 18, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Bradley Wealth LLC

Intermediary · shared crd

Real Estate Fundsidentity

Bradley Wealth Management, LLC

Affiliate · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $197MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $197M
Private client RAUM: $197MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $65.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,006
Individual clients: 152
High net worth clients: 52
Custody, client assets: $197M
SEC number: 801-121942
CRD: 131808
Filings on the tape: 22
First filed: Mar 29, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, AZ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL VERN BRADLEY	n/a	SCOTTSDALE, AZ	15	23	4	no
Charlie Larson	n/a	SCOTTSDALE, AZ	0	10	2	no
ADRIAN CHRISTOPHER SCHULTZ	n/a	SCOTTSDALE, AZ	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRADLEY, MICHAEL, VERN	MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER	E	yes	04/2003	Mar 29, 2012	Nov 25, 2024
Cohen, Alexander, M	Member	Na	yes	01/2023	Jan 14, 2023	Nov 25, 2024
SCOTT, BRANDON, MICHAEL	Member	Na	yes	01/2023	Jan 14, 2023	Nov 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$197M	$197M	5	5	0	n/a	n/a
2024	Mar 28, 2025	$283M	$283M	4	4	0	n/a	n/a
2023	Mar 28, 2024	$235M	$235M	4	4	0	n/a	n/a
2022	Mar 31, 2023	$186M	$186M	4	4	1	n/a	n/a
2021	Mar 31, 2022	$201M	$201M	5	4	1	n/a	n/a
2011	Mar 29, 2012	$39.2M	$39.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	5	-3	166.7%	0	0	0	3	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$197M	$283M	-30.4%	$186M	1.9%	5	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
3ROOTS WEALTH PARTNERS LLC	3	Oct 8, 2025	Oct 1, 2025	SCOTTSDALE, AZ	Firm absorbed	RIA to new firm	50.0%

Relationships

Registered with (13)

← ADRIAN CHRISTOPHER SCHULTZAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← Charlie LarsonAdvisorregistration: current employment
Feb 18, 2026 to presentfactForm ADV
← MICHAEL VERN BRADLEYAdvisorregistration: previous registration
Jan 23, 2008 to May 21, 2009factForm ADV
← BRANDON MICHAEL SCOTTAdvisorregistration: previous registration
Sep 13, 2019 to Oct 8, 2025factForm ADV
← Alexander M CohenAdvisorregistration: previous registration
Aug 3, 2020 to Oct 8, 2025factForm ADV
← Jacob Tyler HallAdvisorregistration: previous registration
Jan 22, 2021 to Oct 8, 2025factForm ADV
← Makai Florante ElepAdvisorregistration: previous registration
Feb 10, 2025 to Oct 8, 2025factForm ADV
← Meryl Eileen FeysAdvisorregistration: previous registration
Sep 24, 2024 to Oct 8, 2025factForm ADV
← Walter Harold MegoAdvisorregistration: previous registration
Nov 16, 2020 to Mar 17, 2022factForm ADV
← LISA MARIE MURPHYAdvisorregistration: previous registration
Jun 10, 2019 to Sep 16, 2019factForm ADV
← Douglas Alan GodfreyAdvisorregistration: previous registration
Sep 28, 2015 to Jun 27, 2016factForm ADV
← Michael ValentiniAdvisorregistration: previous registration
May 22, 2014 to Apr 13, 2015factForm ADV
← RODNEY ALAN SMITHAdvisorregistration: previous registration
Jan 11, 2013 to Nov 20, 2013factForm ADV

Moved with (1)

→ 3ROOTS WEALTH PARTNERS LLCRegistered adviser3 advisors, firm absorbed, same day
Oct 8, 2025 to Oct 1, 2025factForm ADV

Controls (3)

← BRADLEY, MICHAEL, VERNOwnerMEMBER/MANAGER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Nov 25, 2024factForm ADV
← SCOTT, BRANDON, MICHAELOwnerMEMBER, ownership code NA, individual
Jan 14, 2023 to Nov 25, 2024factForm ADV
← Cohen, Alexander, MOwnerMEMBER, ownership code NA, individual
Jan 14, 2023 to Nov 25, 2024factForm ADV

Dated events

Occurred
Oct 8, 2025
Firm absorbed
Bradley Wealth LLC's advisors moved to 3Roots Wealth Partners LLC (Scottsdale, AZ): 3 of 6 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Oct 8, 2025
Advisor changed firm
Brandon Michael Scott left Bradley Wealth Llc for 3Roots Wealth Partners Llc (registered 2025-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 8, 2025
Advisor changed firm
Makai Florante Elep left Bradley Wealth Llc for Zega Investments, Llc (registered 2025-10-31)
Form ADVobserved 6 days ago
Occurred
Oct 8, 2025
Advisor changed firm
Jacob Tyler Hall left Bradley Wealth Llc for 3Roots Wealth Partners Llc (registered 2025-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 8, 2025
Advisor changed firm
Alexander M Cohen left Bradley Wealth Llc for 3Roots Wealth Partners Llc (registered 2025-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 8, 2025
Advisor changed firm
Meryl Eileen Feys left Bradley Wealth Llc for Beacon Pointe Advisors, Llc (registered 2025-11-07)
Form ADVobserved 6 days ago
Occurred
Jan 14, 2023
Control person joined
M Alexander Cohen (Member) appeared on Schedule A of Bradley Wealth Llc
Form ADVobserved 6 days ago
Occurred
Jan 14, 2023
Control person joined
Michael Brandon Scott (Member) appeared on Schedule A of Bradley Wealth Llc
Form ADVobserved 6 days ago
Occurred
Mar 17, 2022
Advisor changed firm
Walter Harold Mego left Bradley Wealth Llc for Raymond James Financial Services Advisors, Inc (registered 2022-06-06)
Form ADVobserved 6 days ago
Occurred
Jun 29, 2021
First Form ADV filing
Bradley Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:537b113a-97ea-8978-44ee-b3db67633278
First observed: Mar 29, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRADLEY WEALTH LLC

CRD 131808

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:537b113a-97ea-8978-44ee-b3db67633278

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL VERN BRADLEY

n/a

SCOTTSDALE, AZ

Charlie Larson

n/a

SCOTTSDALE, AZ

ADRIAN CHRISTOPHER SCHULTZ

n/a

SCOTTSDALE, AZ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRADLEY, MICHAEL, VERN

MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER

yes

04/2003

Mar 29, 2012

Nov 25, 2024

Cohen, Alexander, M

Member

yes

01/2023

Jan 14, 2023

Nov 25, 2024

SCOTT, BRANDON, MICHAEL

Member

yes

01/2023

Jan 14, 2023

Nov 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$197M

n/a

2024

Mar 28, 2025

$283M

n/a

2023

Mar 28, 2024

$235M

n/a

2022

Mar 31, 2023

$186M

n/a

2021

Mar 31, 2022

$201M

n/a

2011

Mar 29, 2012

$39.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

166.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$197M

$283M

-30.4%

$186M

1.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

3ROOTS WEALTH PARTNERS LLC

Oct 8, 2025

Oct 1, 2025

SCOTTSDALE, AZ

Firm absorbed

RIA to new firm

50.0%