Brad Weinberg is a CFA-designated registered investment advisor at W Bradley Wealth Management LLC, based in Oviedo, FL, with 1 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
W Bradley Wealth Management charges a flat annual fee for managing your investment portfolio. This fee typically ranges from $4,000 to $40,000 per year, depending on factors such as your specific situation, the complexity of your account, and the services requested. The fee is prorated and paid monthly or quarterly in advance.
Location
Oviedo, FL
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Regulatory History
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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Brad is a Partner at Blueprint Health, a digital health accelerator firm, and a Manager of the General Partner for associated funds. He spends minimal time on this activity, which involves strategic advice, fund management, and reporting.
Employment History
Current Registrations
W Bradley Wealth Management LLC
State Registrations1 state
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
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