Multi-Family OfficeRIA · CRD 315635SEC-Registered

Updated:

Brady Family Wealth

Brady Family Wealth was established in 2021 by Thomas Brady and his son Andrew Brady. Both are CFA charterholders who previously worked at Wells Fargo...

Brady Family Wealth logo

Brady Family Wealth

Brady Family Wealth was established in 2021 by Thomas Brady and his son Andrew Brady. Both are CFA charterholders who previously worked at Wells Fargo Advisors. The firm provides services to multiple client families rather than a single lineage. Wealth origin traces to careers in professional financial services. The firm delivers strategic financial planning, retirement income planning, tax strategy, in-house investment management, and risk planning. It uses an open-architecture model that allows selection of custodians and managers suited to each client. Geographic focus remains North America. No specific portfolio holdings or co-investors appear in public materials. The team consists of six professionals. Thomas Brady serves as CEO, Andrew Brady as President and CIO, and Michael Brady as Executive Director and Chief Planning Officer heading the Nashville office. No dated operational events from the last 24 months are recorded in available sources.

General information

Firm type

Multi Family Office

Year founded

2021

Location

Region

North America

Country

United States

City

Saint Louis

Corporate office

1401 South Brentwood Blvd Suite 880, Saint Louis, MO 63144, United States

Additional offices

Nashville, TN, United States

Principals

Thomas Brady

Founder and Chief Executive Officer

Andrew Brady

President and Chief Investment Officer

Michael Brady

Executive Director and Chief Planning Officer

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at Brady Family Wealth?

Andrew Brady serves as President and Chief Investment Officer. Thomas Brady acts as Founder and CEO. The firm maintains an in-house investment management function aligned with client goals.

Is Brady Family Wealth structured as a single family office or multi-family office?

It operates as a multi-family office. The firm serves multiple high-net-worth client families rather than one originating family.

Does Brady Family Wealth participate in fund commitments or only direct deals?

Public materials describe in-house investment management and open-architecture custodial arrangements. No fund commitments or direct deal activity are disclosed.

Where does the underlying wealth come from at Brady Family Wealth?

The founders built the firm after careers at Wells Fargo Advisors. Wealth origin is attributed to professional financial services rather than a specific operating business or inheritance.

What investment stages does Brady Family Wealth typically target?

The firm focuses on goals-based portfolio construction for high-net-worth families. No specific stage targets such as venture or private equity are stated in available sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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