Bradley Wealth moves its operations from San Diego to Scottsdale

Bradley Wealth celebrates opening its new office at 16430 N. Scottsdale Road, Suite 230, in Scottsdale, and reaching $100M in assets. (Submitted photo)

Bradley Wealth, an independent boutique wealth management firm, has moved its operations from San Diego to a new office in north Scottsdale.

According to a press release, moving to its office to 16430 N. Scottsdale Road., Suite 230, in Scottsdale is one of two milestones for Bradley Wealth. The company also reached $100 million in assets under management.

To celebrate, Bradley Wealth will host a private office grand opening event for its clients this month. Bradley Wealth serves 300 clients across the country and has averaged more than 25 % annual growth for the past five years, the release said.

“Bradley Wealth exists to help clients achieve their greatest return on life, true wealth. Our mission each day is to exceed expectations, and to surprise and delight our clients,” said Michael Bradley, CEO of Bradley Wealth, in a prepared statement.

“Achieving $100 million AUM came about with a momentous velocity of growth, laser focus on our culture and a concerted effort from a team that is like family. We’ve only just scratched the surface and with the momentum we have in place, exceeding 100M is absolutely achievable.”

Moving to the nearly 3,500-square-foot space, designed by SmithGroup, accommodates the company’s significant growth, according to the release, noting that the new office space has the capacity to house 15 team members, including pre-existing Scottsdale employees, three employees who relocated from the Bradley Wealth office in San Diego and future wealth advisors to be hired.

Bradley Wealth has launched a new website and revamped its branding to reflect its values and services, the release added.

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