Brophy Wealth Management, LLC

Overview

Brophy Wealth Management, LLC is an SEC registered investment adviser based in Bedford, NH, registered since 2013. It reports $533M in assets under management across 1,205 accounts, with 11 employees. It has 4 investment adviser representatives.

Reported AUM

$533M

Discretionary

100%

Accounts

1,205

Average account

$442K

Employees

11

Advisory reps

4

Registered since

2013

Jurisdictions

14

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Stephen Albert Brophy Managing Partner, Chief Compliance Officer CRD 1490789
• James Stephen Brophy Partner, Chief Information Officer CRD 5731000

Advisory reps 3 of 4

• James Stephen Brophy Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5731000
• Stephen A Brophy Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1490789
• Michael J Guarini Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6547807

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

40 S River Rd Unit 15
Bedford, NH 03110

County

Hillsborough

Metro area

Manchester-Nashua, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: brophywealth.com

Every state, with registration dates

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