Data / Investment advisers / New Hampshire / Brophy Wealth Management, LLC
Brophy Wealth Management, LLC, Bedford, NH: $533 million AUM, SEC registered investment adviser
Brophy Wealth Management, LLC is an SEC registered investment adviser with its main office in Bedford, New Hampshire and reports $533 million in regulatory assets under management in its Form ADV filed May 20, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 169894
- SEC file number
- 801-78964
- SEC status
- Approved, effective December 17, 2013
- Main office
- 40 South River Road Bedford Place Unit 15, Bedford, NH 03110
- Phone
- (603) 668-2303
- Website
- brophywealth.com
- Regulatory AUM
- $532,526,394 in the Form ADV filed May 20, 2026
- Discretionary AUM
- $532,526,394
- Accounts
- 1,205
- Employees
- 11, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 148 | $440.2 million |
| Individuals (other than high net worth individuals) | 243 | $91.8 million |
| Charitable organizations | Fewer than 5 | $455,045 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $532.5 million | March 30, 2026 |
| December 1, 2025 | $512.6 million | March 27, 2025 |
Other advisers in Bedford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Harbor Group, Inc. | Bedford | $2.00 billion | Not listed | adviserinfo.sec.gov |
| Milestone Financial Planning, LLC | Bedford | $590.3 million | Not listed | adviserinfo.sec.gov |
| Bcas | Bedford | $465.7 million | Not listed | adviserinfo.sec.gov |
| Northeast Planning Associates, Inc. | Bedford | $414 million | Not listed | adviserinfo.sec.gov |
| Sweeney Financial Advisors | Bedford | $403.2 million | Not listed | adviserinfo.sec.gov |
| Aurelius Family Office, LLC | Bedford | $315.3 million | Not listed | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | $259.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bedford, NH
- Investment advisers in New Hampshire
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Brophy Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.