# Bradley Wealth LLC

> Bradley Wealth LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 131808
- Filed as: BRADLEY WEALTH LLC
- Also doing business as: BLEUM WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131808
- AdvisorCensus page: https://advisorcensus.com/firm/bradley-wealth-llc-scottsdale-az-131808

## Quick answers

**How is Bradley Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bradley Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bradley Wealth LLC located?**
Bradley Wealth LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Bradley Wealth LLC registered with the SEC or a state?**
Bradley Wealth LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 131808.

**How much does Bradley Wealth LLC manage?**
Bradley Wealth LLC reports $196,723,672 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Bradley Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Bradley Wealth LLC: Regulatory assets under management: $137,762,248 in the October 2021 data and $196,723,672 in the October 2026 data, up 43%. Total employees: 8 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bradley Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); high net worth individuals (52).

**Which custodians does Bradley Wealth LLC use?**
Bradley Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Betterment Securities and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Bradley Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131808

**What changed in Bradley Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Bleum Wealth. Regulatory assets under management went from $282,586,441 to $196,723,672 (-30%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Betterment Securities
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $196,723,672
- Discretionary: $196,723,672
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $47,456,317 |
| High net worth individuals | 52 | $149,267,355 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, MI, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bradleywealth.com
- Facebook @BRADLEYWEALTH
- Facebook @jake.hall.399
- Instagram @BRADLEYWEALTH
- LinkedIn @BRADLEY-WEALTH-MANAGEMENT-LLC
- LinkedIn @1295524
- LinkedIn @alex-cohen-cfp®-6320b2ba
- LinkedIn @brandonscott1
- LinkedIn @jake-hall-101453127
- X @BRADLEYWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $137,762,248 | 8 | August 18, 2021 |
| October 2022 | $200,572,763 | 5 | September 15, 2022 |
| October 2023 | $185,710,664 | 4 | March 31, 2023 |
| October 2024 | $235,249,824 | 4 | March 28, 2024 |
| October 2025 | $282,586,441 | 4 | March 28, 2025 |
| October 2026 | $196,723,672 | 5 | March 18, 2026 |

Regulatory assets under management: $137,762,248 in the October 2021 data and $196,723,672 in the October 2026 data, up 43%.
Total employees: 8 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Bleum Wealth.
- Regulatory assets under management went from $282,586,441 to $196,723,672 (-30%).
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bradley Wealth LLC (CRD 131808): Form ADV filing data as of October 2026.