Investment adviser · CRD 169894
BROPHY WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
BEDFORD, NH, United States · Form ADV filed May 20, 2026
- Regulatory AUM
- $533M Form ADV · Item 5.F
- Client accounts
- 1,205 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 148 | $440,246,872 | 82.7% |
| Individuals | 243 | $91,824,477 | 17.2% |
| Charities | Fewer than 5 | $455,045 | 0.1% |
Filing source
Form ADV 2107265 · May 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
40 SOUTH RIVER ROAD, BEDFORD PLACE UNIT 15BEDFORD, NH, 03110, United States
CRD 169894
Filing source
Form ADV 2107265 · May 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.