# Brady Family Wealth, LLC

> Brady Family Wealth, LLC is an SEC-registered investment advisory firm in Saint Louis, MO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 315635
- Filed as: BRADY FAMILY WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Saint Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315635
- AdvisorCensus page: https://advisorcensus.com/firm/brady-family-wealth-llc-saint-louis-mo-315635

## Quick answers

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

**How much does Brady Family Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it); Flat fee: up to $10,000 a year (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Brady Family Wealth, LLC located?**
Brady Family Wealth, LLC's principal office is in Saint Louis, MO, according to its Form ADV.

**Is Brady Family Wealth, LLC registered with the SEC or a state?**
Brady Family Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315635.

**How much does Brady Family Wealth, LLC manage?**
Brady Family Wealth, LLC reports $312,717,507 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (83% discretionary).

**How have Brady Family Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Brady Family Wealth, LLC: Regulatory assets under management: $0 in the October 2021 data and $312,717,507 in the October 2026 data. Total employees: 3 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 Brady Family Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (66); individuals (other than high net worth individuals) (42).

**Which custodians does Brady Family Wealth, LLC use?**
Brady Family Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Brady Family 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/315635

**What changed in Brady Family Wealth, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in TN.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> The annual fee for Brady Wealth’s wealth management or asset management services is charged on a quarterly basis and is based on a percentage of the assets under management/advisement and typically ranges from 0.50% to 1.25% per year depending on the size and complexity of the client's accounts as well as services required, specifically negotiated fees and historically grandfathered fee schedules.

- Flat fee: up to $10,000 a year (financial planning and/or consulting services)

> Fees for financial planning and/or consulting services are billed hourly or on a fixed rate in advance. There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $10,000 annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, 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: $312,717,507
- Discretionary: $259,818,534
- Non-discretionary: $52,898,973

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $28,277,742 |
| High net worth individuals | 66 | $284,439,765 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IL, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bradyfamilywealth.com
- LinkedIn @87103214
- LinkedIn @andrew-brady-cfa-8a415347
- LinkedIn @michael-brady-cfp-crpc
- LinkedIn @tombradybfw
- YouTube @BradyFamilyWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | July 8, 2021 |
| October 2022 | $256,304,066 | 3 | March 16, 2022 |
| October 2023 | $235,357,091 | 3 | March 7, 2023 |
| October 2024 | $278,355,497 | 5 | February 23, 2024 |
| October 2025 | $306,356,990 | 5 | July 31, 2025 |
| October 2026 | $312,717,507 | 5 | March 4, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $312,717,507 in the October 2026 data.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brady Family Wealth, LLC (CRD 315635): Form ADV filing data as of October 2026.