Important Disclosure Information Regarding
This Website and Its Content

Bradley Wealth Management, LLC (“we”, “us”, “our”, or “Bradley Wealth”) is an investment advisory firm registered pursuant to the laws of the State of California. Located in San Diego, California, our firm focuses on financial planning, investment management, and wealth preservation.  We also conduct business in the states of Arizona, Michigan, Texas, and Utah.

Our firm and investment advisor representative comply with the current regulatory filing requirements imposed by those states in which we conduct business and maintain clients.  Additionally, we only transact business in those states where our firm is registered or qualifies for an exemption or exclusion from registration requirements. For specific information regarding our firm’s registration status, please contact us for a list of states where we maintain registration(s).  A copy of the Bradley Wealth current Brochure, which discloses details regarding our advisory services, fees, and business operations, is available upon request. 


The information on this site is limited to the dissemination of general information about our advisory services as well as access to additional investment-related information, publications, and links (some to unaffiliated third party content). Accordingly, prospective clients, consumers, or existing clients should not construe this website as an offering of personalized advisory recommendations or the solicitation to effect, or an attempt to effect transactions in securities.

Any subsequent, direct communication by our firm with a prospective client will be conducted by an investment advisor representative of our firm that is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

We do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein and takes no responsibility thereof. All information is provided solely for convenience purposes only, and all users should be guided accordingly.

PLEASE NOTE: Different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy or vehicle referenced on this website (including those undertaken or recommended by Bradley Wealth) will be profitable or equal any historical performance level(s).  PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. 

Certain portions of this website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, or provide access to, positions or recommendations by our firm (and those of other investment and non-investment professionals) as of a specific date. Due to various factors, including changing market conditions, such discussions may no longer reflect current positions or recommendations. Moreover, no prospective client, consumer, or existing client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from our firm or any other investment professional. Bradley Wealth is neither a law firm nor an accounting firm, and no portion of the website content herein should be interpreted as legal or tax advice. Users of this site are advised to seek personalized advice from investment, legal, or tax professionals.

Each consumer and prospective client agrees, as a condition precedent to access this website, to release and hold harmless Bradley Wealth, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of the receipt of personalized individual investment advice from Bradley Wealth Management.