Brodie Wealth Management

Brodie Wealth Management

Brodie Wealth Management is a Salt Lake City-based registered investment advisor that functions as a multi-family office, focusing on comprehensive wealth management for high-net-worth families. The firm's service model integrates investment management, financial planning, tax coordination, and estate planning, positioning it as a single-point advisor for complex household financial lives. Its geographic concentration in the Intermountain West supports deep relationships with local families, many of whom span multiple generations. Strategically, Brodie allocates client assets across a mix of public equities, fixed income, alternative investments, and private placements, depending on client mandates. The firm emphasizes customized portfolio construction rather than off-the-shelf models, with direct indexing and tax-loss harvesting used for taxable accounts. Alternative exposure includes private equity and real estate through fund vehicles and co-investment opportunities sourced via its advisor network. The firm does not disclose specific portfolio companies or deal-level activity. The team size, founding year, and specific assets under management are not publicly disclosed. Brodie Wealth Management does maintain a digital presence through its website, brodiewealth.com, which outlines its service offerings but does not name individual advisors or principals. The firm operates without additional offices beyond its Salt Lake City headquarters. No philanthropic foundation or operating-company sidecar is publicly associated with the entity. The firm's structural differentiator is its positioning as a fee-only fiduciary that offers family-office-level coordination without the minimums typical of single-family offices. This allows it to serve a broader client base, including professionals and business owners, with services that otherwise would require significantly higher assets under management. The model relies on third-party custodians and technology platforms to manage accounts efficiently.