BW
Brad M. Weinberg
W BRADLEY WEALTH MANAGEMENT LLC
OVIEDO, FL
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CRD#: 7976858
BW
Professional summary
Brad Michael Weinberg, who also goes by Brad Weinberg, is a registered financial advisor currently at W BRADLEY WEALTH MANAGEMENT LLC located in Oviedo, Florida.
Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brad has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Weinberg
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Brad M. Weinberg is a Partner at Blueprint Health, a digital health accelerator firm since January 2013. The business stopped running accelerator programs in 2017 and is only operating as the management company for its associated funds - Blueprint Health Fund I, Blueprint Health Fund II, Blueprint Health Fund III, Blueprint Health Fund IV, Blueprint Health Fund V, and Blueprint Health SPV I. He is a Manager of the General Partner for each fund listed above. All private funds listed above are no longer making new investments, are inactive other than reporting and assisting in portfolio distributions and are not accepting or soliciting new investments. His duties include providing strategic advice to portfolio companies, managing fund operations, compiling updates from portfolio companies, bookkeeping and distribution management, and providing updates to Limited Partners. Brad Weinberg spends less than 1% of his time on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brad Michael Weinberg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 17, 2024 - Present
W BRADLEY WEALTH MANAGEMENT LLC
RIA
CRD#: 333063
OVIEDO, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(12/17/2024)
Exams
Current Firm
WB
W BRADLEY WEALTH MANAGEMENT LLC
W BRADLEY WEALTH MANAGEMENT LLC | W. BRADLEY WEALTH MANAGEMENT LLC
CRD#: 333063 / SEC#:
Florida
Registered Investment Advisory firm - (12/17/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Oviedo, FL
Mailing Address
Phone number
(401) 374-9646
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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