Brophy Wealth Management, LLC
Brophy Wealth Management, LLC is an SEC-registered wealth manager in Bedford, NH with $532.5M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Brophy Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169894, SEC 801-78964, data through 2026-05-20.
- AUM (assets under management / regulatory AUM)
- $532.5M (2026-05-20)
- Firm type
- Wealth Manager
- Location
- Bedford, NH
- Employees
- 11
- Clients
- 391
- CRD
- 169894
- Ownership
- BROPHY, STEPHEN, ALBERT; BROPHY, JAMES, STEPHEN; DALTON, STEVEN, M
How much AUM does Brophy Wealth Management, LLC have?
Brophy Wealth Management, LLC reported $532.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-20).
Who owns Brophy Wealth Management, LLC?
Disclosed owners and executives of Brophy Wealth Management, LLC include BROPHY, STEPHEN, ALBERT, BROPHY, JAMES, STEPHEN, DALTON, STEVEN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.