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BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$252,039,818
Discretionary
$240,984,529
Non-discretionary
$11,055,289

Firm details

CRD number
296931
SEC file number
801-113281
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.