# W Bradley Wealth Management LLC

> W Bradley Wealth Management LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 333063
- Filed as: W BRADLEY WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333063
- AdvisorCensus page: https://advisorcensus.com/firm/w-bradley-wealth-management-llc-333063

## Quick answers

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

**Is W Bradley Wealth Management LLC registered with the SEC or a state?**
W Bradley Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333063.

**How much does W Bradley Wealth Management LLC manage?**
W Bradley Wealth Management LLC reports $2,903,650 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does W Bradley Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1).

**Does W Bradley Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333063

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,903,650
- Discretionary: $2,903,650
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $2,903,650 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wbradleywm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. W Bradley Wealth Management LLC (CRD 333063): Form ADV filing data as of October 2026.