Bradley & Co. Private Wealth Management, LLC
Bradley & Company Private Wealth Management, LLC is an SEC-registered investment adviser headquartered in San Francisco, California. The firm manages over $224 million in assets for 58 clients, mainly providing financial planning and portfolio management for individuals and small businesses. Founded in the last two decades, the firm is led by a team of one advisor and is focused on serving high-net-worth individuals and families with personalized wealth management services.
Investment Strategy
The firm offers personalized financial planning and portfolio management strategies tailored to individual client needs, focusing on wealth preservation, growth, retirement planning, and estate solutions. Their approach emphasizes a high-touch, client-first model, integrating investments, tax planning, and long-term goals to help clients achieve financial security and confidently manage their assets.
Top Holdings
Equity Positions (193)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 7.92% | $12.9M | 42,557 | $289.89 | $303.93 | +$1.3M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.27% | $11.9M | 24,431 | $453.28 | $485.77 | -$1.2M |
A AXP | AMERICAN EXPRESS CO | 7.23% | $11.8M | 37,044 | $296.79 | $318.98 | +$1.8M |
M MSFT | MICROSOFT CORP | 7.14% | $11.7M | 23,439 | $421.50 | $497.41 | +$2.8M |
A AAPL | APPLE INC | 7.09% | $11.6M | 56,410 | $250.42 | $205.17 | -$1.0M |