Brady Family Wealth, LLC
Brady Family Wealth, LLC is a family-owned, Registered Investment Adviser headquartered in Saint Louis, Missouri. Founded by Thomas, Andrew, and Michael Brady, the firm focuses on personalized wealth management and investment advice for individuals and families. With 5 employees, Brady Family Wealth emphasizes strong client relationships, personal service, and a family-focused approach to financial planning. Their services include investment management, retirement planning, and tax optimization for families and high-net-worth individuals.
Investment Strategy
Brady Family Wealth provides thoughtful investment management tailored to individual family goals, emphasizing optimizing investments, reducing taxes, and proactive planning to avoid mistakes. The firm combines personalized service with disciplined investment strategies, focusing on long-term wealth preservation and growth for clients, particularly high-net-worth families. Their approach includes diversified portfolios, active management of equities, and attention to individual financial needs and objectives.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.11% | $26.2M | 102,864 | $131.84 | $254.63 | +$4.0M |
M MSFT | MICROSOFT CORP | 6.40% | $20.7M | 39,922 | $245.46 | $517.95 | -$630.3K |
G GOOGL | ALPHABET INC | 4.79% | $15.5M | 63,622 | $107.43 | $243.10 | +$3.8M |
A AVGO | BROADCOM INC | 4.37% | $14.1M | 42,741 | $100.33 | $329.91 | +$2.1M |
L LOW | LOWES COS INC | 3.04% | $9.8M | 39,059 | $201.33 | $251.31 | +$708.4K |