BW
BROPHY WEALTH MANAGEMENT, LLC
SEC RegisteredBEDFORD, NHhttps://brophywealth.com(603) 668-2303
Assets Under Management
$500M–$1B
Employees
11
Office Locations
1 office
Total Accounts
1205
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 243 | $92M |
| High Net Worth Individuals | 148 | $440M |
2 total clients reported on Form ADV.
Leadership
Stephen Albert Brophy
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
NH
BEDFORDHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#169894
SEC Number
801-78964
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
| Asset tier | Annual rate |
|---|---|
| On the first $500,000 | 1.12% |
| On the next $500,000 | 0.92% |
| On the next $1,000,000 | 0.52% |
| On amounts thereafter | 0.32% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
brophywealth.comPhone
(603) 668-2303Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BROPHY WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.