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Bradley Wilks

10 Years of Experience
Chantilly, VA

Bradley Wilks is a registered investment advisor at Revolution Wealth, LLC, based in Chantilly, VA, with 10 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 77 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
77 clients
Average Client Portfolio
$695K average
Assets Under Management
$53.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.40%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5180 Parkstone Dr Suite 240, Chantilly, VA, 20151

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Revolution Wealth, LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Pbmares Wealth Management LLC
November 2016 - February 2025 · 8 yrs 3 mos
MML Investors Services, LLC
May 2016 - August 2016 · 3 mos
MML Investors Services, LLCBroker
January 2015 - August 2016 · 1 yr 7 mos
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.