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Our annual compliance disclosure documents are ready for your download and review. Regulations require that we deliver information regarding material changes in our business practices and provisions of advisory services to clients annually. Please note that you will need a pdf reader (Adobe Reader, etc.) to download and view these documents. Please contact Michael V. Bradley, Chief Compliance Officer, if you have any questions regarding our annual compliance disclosures.

We are an investment adviser registered with the State of California, Department of Corporations. Registration does not imply a certain level of skill or training. Additional information about our Firm is available on the Investment Adviser Public Disclosure website at You can search this site by a unique identifying number known as a CRD number. Our Firm’s CRD number is 131808.

If you have any questions, please call our office at 844-4BWM-100.

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Bradley Wealth does not disclose nonpublic personal information about its Clients or former Clients to any persons other than as described below. Bradley Wealth collects information about its Clients (such as name, address, social security number, assets and income) from discussions with Clients, from documents that Clients may deliver to Bradley Wealth (such as account applications) and in the course of providing services. In order to service its Client accounts and effect Client transactions, Bradley Wealth may provide Client personal information to its affiliates and to Firms that assist it in servicing Client accounts and which have a need for such information. Bradley Wealth does not otherwise provide information about its Clients to outside Firms, organizations or individuals except as required by law. Any party that receives this information will use it only for the services disclosed herein and as allowed by applicable law or regulations, and is not permitted to share or use this information for any other purpose.

We are delighted to be serving you.

Best Regards,

Michael V. Bradley
Chief Executive Officer
Certified Wealth Strategist®


Bradley Wealth Management, LLC
Toll Free: 844-4BWM-100

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bradley Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Bradley Wealth Management, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Bradley Wealth Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Bradley Wealth Management, LLC's current written disclosure statement discussing our advisory services and fees is available for review upon request.

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