Wealth Manager
    SEC Registered
    Manages Private Funds

    Brophy Wealth Management, LLC

    Registered investment advisor · Bedford, New Hampshire · CRD #169894

    Assets Under Management
    $533M
    Client Accounts
    1,205
    Employees
    11
    CRD Number
    169894
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Brophy Wealth Management, LLC

    Brophy Wealth Management, LLC is a registered investment advisor offering investment management, wealth planning, and consulting services. It serves clients nationwide with a focus on financial growth and retirement planning. For more details, visit their official website.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Brophy Wealth Management, LLC

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    Frequently Asked Questions

    What is Brophy Wealth Management, LLC's AUM?

    Brophy Wealth Management, LLC reports approximately $533M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Brophy Wealth Management, LLC headquartered?

    Brophy Wealth Management, LLC is headquartered in Bedford, New Hampshire.

    What is Brophy Wealth Management, LLC's CRD number?

    Brophy Wealth Management, LLC's CRD number is 169894. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Brophy Wealth Management, LLC manage?

    Brophy Wealth Management, LLC manages approximately 1,205 client accounts according to its latest SEC filing.

    Is Brophy Wealth Management, LLC SEC registered?

    Yes, Brophy Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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