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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRADY FAMILY WEALTH, LLC

CRD 315635

SAINT LOUIS, MO

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:d4d220ad-e080-bc05-6544-d6e6e31279ac

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 1
Observed: Jul 8, 2021 to Mar 4, 2026
8 observations

Across DFX

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

Family Officesidentity

Brady Family Wealth, LLC

Family office · 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: $313MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $260M
Private client RAUM: $313MderivedItem 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: $104Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 259
Individual clients: 42
High net worth clients: 66
SEC number: 801-122035
CRD: 315635
Filings on the tape: 8
First filed: Jul 8, 2021
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, MO

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
THOMAS PATRICK BRADY	Certified Financial Planner\|Chartered Financial Analyst	SAINT LOUIS, MO	4	24	1	no
ANDREW STEPHEN BRADY	Chartered Financial Analyst	MIAMI, FL \| SAINT LOUIS, MO	4	10	1	no
MICHAEL PATRICK BRADY	Certified Financial Planner	SAINT LOUIS, MO	1	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
BRADY, ANDREW, STEPHEN	Member	B	yes	06/2021	Jul 8, 2021	Feb 23, 2024
BRADY, MICHAEL, PATRICK	Member	B	yes	01/2024	Feb 23, 2024	Feb 23, 2024
BRADY, THOMAS, PATRICK	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	yes	06/2021	Jul 8, 2021	Feb 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$313M	$260M	5	3	0	n/a	n/a
2024	Mar 6, 2025	$306M	$244M	5	3	1	n/a	n/a
2023	Feb 23, 2024	$278M	$222M	5	3	1	n/a	n/a
2022	Mar 7, 2023	$235M	$188M	3	2	1	n/a	n/a
2021	Mar 16, 2022	$256M	$200M	3	2	0	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
0	0	0	0.0%	0	0	0	1	0

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	$313M	$306M	2.1%	$235M	9.9%	5	5	0	1

Relationships

Registered with (3)

← MICHAEL PATRICK BRADYAdvisorregistration: current employment
Jun 3, 2025 to presentfactForm ADV
← ANDREW STEPHEN BRADYAdvisorregistration: current employment
Oct 12, 2021 to presentfactForm ADV
← THOMAS PATRICK BRADYAdvisorregistration: current employment
Oct 8, 2021 to presentfactForm ADV

Controls (3)

← BRADY, THOMAS, PATRICKOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 8, 2021 to Feb 23, 2024factForm ADV
← BRADY, MICHAEL, PATRICKOwnerMEMBER, ownership code B, individual
Feb 23, 2024 to Feb 23, 2024factForm ADV
← BRADY, ANDREW, STEPHENOwnerMEMBER, ownership code B, individual
Jul 8, 2021 to Feb 23, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 23, 2024
Control person joined
Patrick Michael Brady (Member) appeared on Schedule A of Brady Family Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Jul 8, 2021
First Form ADV filing
Brady Family Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 18, 2026
Andrew Stephen Brady added a FL registration at Brady Family Wealth, Llc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4d220ad-e080-bc05-6544-d6e6e31279ac
First observed: Jul 8, 2021
Last observed: Mar 4, 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.

BRADY FAMILY WEALTH, LLC

CRD 315635

SAINT LOUIS, MO

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:d4d220ad-e080-bc05-6544-d6e6e31279ac

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:39 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS PATRICK BRADY

Certified Financial Planner|Chartered Financial Analyst

SAINT LOUIS, MO

ANDREW STEPHEN BRADY

Chartered Financial Analyst

MIAMI, FL | SAINT LOUIS, MO

MICHAEL PATRICK BRADY

Certified Financial Planner

SAINT LOUIS, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRADY, ANDREW, STEPHEN

Member

yes

06/2021

Jul 8, 2021

Feb 23, 2024

BRADY, MICHAEL, PATRICK

Member

yes

01/2024

Feb 23, 2024

BRADY, THOMAS, PATRICK

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

06/2021

Jul 8, 2021

Feb 23, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$313M

$260M

n/a

2024

Mar 6, 2025

$306M

$244M

n/a

2023

Feb 23, 2024

$278M

$222M

n/a

2022

Mar 7, 2023

$235M

$188M

n/a

2021

Mar 16, 2022

$256M

$200M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$313M

$306M

2.1%

$235M

9.9%